What makes a wealth management firm a great place to work?
For many organizations, it goes beyond compensation to encompass workplace culture, employee development, and meaningful benefits.
InvestmentNews’ fourth annual Best Places to Work is now accepting nominations from organizations across the US wealth management industry, giving firms an opportunity to demonstrate what makes them employers of choice.
The report evaluates several aspects of the employee experience, including compensation and benefits, diversity, employee development and workplace culture.
Organizations can highlight initiatives such as retirement and equity programs, wellness benefits, continuing education, flexible work options, employee recognition, family-friendly benefits and community involvement.
Firms can also share the unique programs and practices that contribute to a positive workplace and support their employees.
Nominate your organization before entries close on Friday, October 9.
Shortlisted nominee will be invited to participate in an employee survey, giving team members an opportunity to share feedback about their workplace experience.
The 2027 winners will be announced on the website in March.
Thrivent Investment Management Inc. in May fired Nicholas Hale, according to his BrokerCheck profile.
About 70 bank and credit union advisors move to the Raymond James platform, while a $480M New Jersey team goes independent with LPL
The best tax plan asks not only how much a client could save, but what they would have to give up to save it.
A 20-year financial services veteran brings values-driven planning expertise to the St. Louis-based RIA.
New research shows a 71% plunge in actions in fiscal year 2026, with total settlements the lowest since the database began.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.