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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
