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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
