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.
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.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
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
