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.
As markets disintegrate, the value of on-the-ground, first-hand research through "intimate knowledge acquisition" is skyrocketing.
Deal brings 10 advisors and deeper family office reach to Austin market.
Mega-RIA to adopt AI workforce at enterprise scale as firm rethinks growth without hiring.
The five-advisor group leaves U.S. Bank for LPL's platform, part of a record June that saw 204 advisors join the firm.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
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
