InvestmentNews’ inaugural Hot List survey closes this Friday, Sept. 8.
Readers are invited to nominate industry professionals who made a significant impact in 2023 to be recognized in this prestigious list. Financial advisors, wealth management professionals and executives who have at least 10 years of experience will be considered.
If you or someone you know deserves this recognition, take a few minutes to fill out this form.
The successful candidates will be announced in the December issue of InvestmentNews.
New Allspring research finds 401(k) participants want guidance on income and rollovers, not just portfolio automation.
Aging homeowners hold record housing wealth - but most advisors still aren't bringing it into retirement plans
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
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
