InvestmentNews’ second annual Hot List highlights the movers and shakers in the wealth management industry.
Nominations can be submitted via this online form. Both self-nominations and those made on behalf of colleagues are accepted. Nominations can include plan sponsors, money managers, and executives that have at least 10 years of experience.
Entries close on Friday, August 30.
Successful candidates will be named on the website in December.
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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