InvestmentNews is looking for the industry’s premier talent for the first-ever Top Advisors ranking.
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.
This is an opportunity to be recognized as one of the leading advisors in the financial services industry.
All readers are encouraged to submit their entries or nominate an outstanding colleague before the deadline on Friday, Oct. 27.
The winners will be announced in the January issue of InvestmentNews.
Referrals from centers of influence may open the door, but the real key to success for advisors comes from clarity about their ideal clients and where they want to show up.
Three advisor groups overseeing more than $700M in combined client assets head to new firms.
New research finds most Americans fear a US retirement crisis, while skepticism grows toward AI financial advice and crypto in retirement plans.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
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
