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.
Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
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.
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
