In today’s wealth and investment landscape, employers who stand above the rest are transparent and agile to the needs of their teams.
InvestmentNews celebrates the best workplaces for financial advisors in the USA who stand out for the trust, support and care they show their teams.
This year’s top companies to work for aren’t just competing on compensation and benefits; they are building workplaces where people see a future, feel purpose, and share in the firm’s success.
Among the awardees are Vanderbilt Financial Group and Prentice Wealth Management.
See the full list of exceptional organizations giving financial advisors and support staff autonomy, investing in education to help them grow, and ensuring employees can retire with financial security.
Also, CAPTRUST adds a $300 million planning team from Sanctuary in its home market of Raleigh, and Sequoia Financial Group buys a Boulder family office.
New nonvoting shares would let the Meta CEO cover eyed Proposition 40 tax without losing control, in exchange for an eight-year residency pledge
New research exposes a wide gap in how affluent parents and their adult children understand and prepare for the transfer of family wealth.
A new AIC report finds a 13.2% median annualized return over 10 years, outpacing public equities, real estate, and fixed income.
Most Americans entering retirement lack a realistic picture of what health care will actually cost them and advisors may be their last line of defense.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
