InvestmentNews’ first Top Advisors will rank the industry’s best based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months.
Readers are invited to share the achievements and contributions of a colleague who has made a significant impact this year. Self-nominations are welcome as well.
Nominate yourself or someone deserving until Friday, Oct. 27.
The Top Advisors 2024 ranking will be published in the January issue of InvestmentNews.
As markets disintegrate, the value of on-the-ground, first-hand research through "intimate knowledge acquisition" is skyrocketing.
Deal brings 10 advisors and deeper family office reach to Austin market.
Mega-RIA to adopt AI workforce at enterprise scale as firm rethinks growth without hiring.
The five-advisor group leaves U.S. Bank for LPL's platform, part of a record June that saw 204 advisors join the firm.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
