InvestmentNews will recognize the “hottest” industry professionals with its inaugural Hot List.
Financial advisors, wealth-management professionals, and executives with at least 10 years of experience will be considered. Submitting a nomination gives you an opportunity to recognize someone who made a notable contribution to the industry this year. Self-nominations are also encouraged.
Nominate now before the survey closes on Friday, Sept. 8.
The best of the best will be featured in the December issue of InvestmentNews.
Quarterly analysis of retirement accounts highlights positive behavior.
Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.
The two wealth tech firms are bolstering their leadership as they take differing paths towards growth and improved advisor services.
“We think this happened because of Anderson’s age and that he was possibly leaving,” said the advisor’s attorney.
The newly appointed leader will be responsible for overseeing fiduciary governance, regulatory compliance, and risk management at Cetera's trust services company.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
