InvestmentNews will recognize the “hottest” industry professionals with its inaugural Hot List.
Financial advisors, wealth-management professionals, and executives with at least 10 years of experience will be considered. Submitting a nomination gives you an opportunity to recognize someone who made a notable contribution to the industry this year. Self-nominations are also encouraged.
Nominate now before the survey closes on Friday, Sept. 8.
The best of the best will be featured in the December issue of InvestmentNews.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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