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.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
