InvestmentNews will be ranking the industry’s leading financial advisors with its inaugural Top Advisors.
The best individuals will be ranked based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months. All figures submitted are subject to a verification process through your compliance department.
Nominating a deserving colleague allows you to spotlight the nominee’s achievements and contributions to the industry. Self-nominations are also encouraged.
Send an entry before the survey closes on Friday, Oct. 27.
The winners will be announced in the January issue of InvestmentNews.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
