The InvestmentNews annual Best Places to Work for Financial Advisers awards program highlights firms that invest in their employees and create a work environment that attracts and retains the industry's top talent.
Advice firms with at least 15 employees that wish to be considered for the 2021 list need to register at INbestplacestowork.com by next Friday.
Registration is free but to participate, company officials must complete a questionnaire about which benefits, amenities and other human resources policies they have in place. Employees also must complete online surveys. Best Companies Group compiles the list based on those company and employee surveys.
The policies that differentiate Best Places firms often address work-life balance and giving employees the flexibility to take time away from work for family or other personal pursuits.
The 75 firms highlighted in 2020 went beyond offering financial advisers attractive benefits and perks and created workplaces that empower employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
