The wealth management industry thrives because of individuals who lead with vision, deliver measurable results, and continuously raise the bar.
In line with its commitment to recognizing excellence, InvestmentNews is proud to launch the third annual Hot List, honoring professionals across the American wealth management sector who have made significant contributions over the past 12 months.
We encourage you to nominate yourself or a colleague whose recent accomplishments, leadership positions, and industry involvement demonstrate the outstanding results worthy of recognition.
Nominations close on Friday, August 1.
Submit your nomination now to ensure your place in this prestigious showcase.
Hot List 2025 will be revealed on the website this October.
The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.
“I respectfully request that all recruiters for other BDs discontinue their efforts to contact me," writes Thomas Bartholomew.
The proposed $120 million settlement would close the book on a legal challenge alleging the Wall Street banks failed to disclose crucial conflicts of interest to investors.
Sue Quackenbush brings more than 25 years of leadership experience to "align people strategies with a growth-oriented culture" at Envestnet.
The Democrat from Massachusetts is pushing the retirement plan giant to explain how it would protect participants from risks linked to private markets.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
