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.
Deal brings 10 advisors and deeper family office reach to Austin market.
Mega-RIA to adopt AI workforce at enterprise scale as firm rethinks growth without hiring.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.
New research suggests AI-exposed workers over 55 are leaving jobs more often than before ChatGPT’s rise.
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
