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.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
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
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
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
