InvestmentNews’ first-ever 5-Star RIA Firms 2025 will recognize the industry’s top wealth managers.
This report will identify and rank leading Registered Investment Advisory (RIA) firms based on key performance indicators, including assets under management (AUM), AUM growth, and the number of new clients gained organically over the next 12 months.
All entries will undergo a thorough verification process conducted by each firm’s compliance department to ensure accuracy and integrity.
To qualify for this prestigious recognition, firms will need to manage a minimum of $10 billion in AUM.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.
New research suggests AI-exposed workers over 55 are leaving jobs more often than before ChatGPT’s rise.
Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.
Wells Fargo affiliate and women-focused wealth firm both promote leadership as they scale advisor support.
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
