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.
Clients say he copied the boss on his emails - and now they can't touch their cash.
He wired millions to his own accounts and told investors the fund was winning.
The partnership arrives as most small business owners near retirement age still don''t have a formal succession plan in place.
A spokesperson for the estate planning fintech cited AI's reshaping of the industry as Trust & Will restructures its business.
Juan Rionda, a Merrill veteran, told bereaved client that “he loved her,” convinced her to give him cash, a Florida lawsuit claimed.
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
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
