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 financial advice industry has been facing inquiries into its cash sweep programs for years now.
Investor money allegedly went to strip clubs, exotic cars, and landscaping
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
