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.
ERISA Investment Fiduciary Philip Chao says most retirement plans use target date funds as a one-size-fits-all default that ignores individual circumstances
Eric J. Stone was fired by Fidelity in 2021 after facing claims he took loans from clients.
Chicago-based Curi Capital gets new majority owner as $14 billion RIA eyes acquisitions and expanded family office services
Partnership pairs organic lead detection with paid ad targeting to help end "spray-and-pray" marketing for growth-seeking advisory firms.
Jonathan Lewis joins the wealth management giant as it proceeds with a $2 billion AI and technology push for advisors.
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
