InvestmentNews’ inaugural Hot List survey closes this Friday, Sept. 8.
Readers are invited to nominate industry professionals who made a significant impact in 2023 to be recognized in this prestigious list. Financial advisors, wealth management professionals and executives who have at least 10 years of experience will be considered.
If you or someone you know deserves this recognition, take a few minutes to fill out this form.
The successful candidates will be announced in the December issue of InvestmentNews.
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.
