For six years, InvestmentNews has tracked the Best Places to Work for Financial Advisors, highlighting the industry’s top employers and how they foster winning workplace cultures.
The deadline to be considered for this unique recognition in 2024 is Friday, Sept. 29. To register your firm, complete this form.
Only a simple registration is required at this time. The winners will be determined through employer and employee surveys over the coming months. Whether or not they win, participating firms have the opportunity to gain valuable feedback from their employees.
All firms with at least 15 employees and one full year of operation are eligible to apply.
The winners will be announced in a special report in 2024.
Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.
Four of the Magnificent Seven will report this week.
Easing anxiety has seen the haven asset slide from record high.
Uncertainty remains challenging for Treasuries traders.
Move will raise concerns of inflationary impact of tariffs.
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.
