InvestmentNews is looking for the industry’s premier talent for the second annual Top Advisors showcase.
Successful candidates will be evaluated based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months.
All readers are encouraged to submit their entries or nominate an outstanding colleague before the deadline on Friday, October 25.
Winners will be announced on the website in January.
Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.
A California team with four decades of combined experience and a Kentucky father-son practice headline this week's advisor movement.
From generative AI on trading desks to personalized portfolio tools, financial firms are spending big on AI, but measuring returns is proving harder.
The fast-growing RIA aggregator adds Transcend Capital Advisors, a multi-state firm with more than 1,000 client relationships.
Christopher Blotto moved this month to Janney Montgomery Scott.
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
