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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
