Strong financial advice practices reflect years of client relationships, business growth, new opportunities, and the milestones that shape an advisor’s career.
InvestmentNews’ Top Financial Professionals 2027 recognizes the advisors behind that progress, highlighting professionals whose achievements and contributions have stood out over the past year.
Now in its fourth year, the ranking, formerly known as Top Advisors, looks at key indicators of business performance, including assets under management, AUM growth and new client growth.
Nominees can also share the career experiences, accomplishments and milestones that have defined their professional journey.
Know an advisor whose work and achievements over the past year deserve to be recognized? There is still time to put their name forward.
Nominations are open until Friday, October 30.
The 2027 honorees will be featured on the website in February.
New BCG research names financial services among the world's most AI-exposed industries and the US as a top-tier AI economy.
Rockefeller Capital Management's Mallory Findley on how avoiding conversations risks derailing even the best-laid estate plans.
New Empower research reveals a "retirement drift" problem that hands financial advisors a direct opening to add client value.
Nevis joins Jump at RIA platform Focus as both vendors’ AI tools aim to handle account opening and notetaking.
Ballast Rock Private Wealth has also brough on a veteran advisor focused on multigenerational planning for business owners and families.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
