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.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
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
