InvestmentNews’ first Top Advisors will rank the industry’s best based on assets under management, AUM growth, and organic client growth introduced to the business over the last 12 months.
Readers are invited to share the achievements and contributions of a colleague who has made a significant impact this year. Self-nominations are welcome as well.
Nominate yourself or someone deserving until Friday, Oct. 27.
The Top Advisors 2024 ranking will be published in the January issue of InvestmentNews.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
