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.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
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.
