InvestmentNews is on the lookout for the industry’s top talent to be named Top Advisors in 2026.
Nominees will be assessed based on assets under management (AUM), AUM growth, and the organic expansion of clients they’ve brought to their business over the past year.
We invite all readers to submit their entries or put forward a remarkable colleague before the nominations close on Friday, October 31.
The winners will be featured on the website in March to celebrate the professionals driving excellence and innovation in the wealth management industry.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
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
