This year’s inaugural issue of the InvestmentNews Hot List will celebrate professionals with outstanding accomplishments in and for the industry.
Nominate standout financial advisors, wealth management professionals or executives with at least 10 years of experience in the industry by filling out this nomination form. Self-nominations are also encouraged.
Submit an entry before the survey closes on Friday, Sept. 8.
The Hot List report will be featured in the December issue of InvestmentNews.
New Allspring research finds 401(k) participants want guidance on income and rollovers, not just portfolio automation.
Aging homeowners hold record housing wealth - but most advisors still aren't bringing it into retirement plans
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
