For six years, InvestmentNews has tracked the Best Places to Work for Financial Advisors, highlighting the industry’s top employers and how they foster winning workplace cultures.
The deadline to be considered for this unique recognition in 2024 is Friday, Sept. 29. To register your firm, complete this form.
Only a simple registration is required at this time. The winners will be determined through employer and employee surveys over the coming months. Whether or not they win, participating firms have the opportunity to gain valuable feedback from their employees.
All firms with at least 15 employees and one full year of operation are eligible to apply.
The winners will be announced in a special report in 2024.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
The high court's decision rebuffing Alpine Securities marks a setback for a broader challenge to Wall Street's reliance on self-regulatory organizations.
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.