Leo Almazora

InvestmentNews' Hot List 2024 highlights several influential professionals, including 2024 Board Chair-elect Liz Miller, CFP®. Miller shares that shifting from investments to personalized wealth management has strengthened her client relationships, emphasizing a more holistic approach to wealth planning.

Edward Jones' strategy to enhance its advisors' credentials is proving successful, with over 1,000 financial advisors and employees earning the CFP® designation this year. An industry executive notes that the CFP® credential sets a higher standard for advisors beyond basic exams like the Series 7.

The extended collaboration, which includes insurtech provider Fiduciary Exchange, will give new annuity options for RIAs to address investors' evolving needs in retirement.

As cautious optimism builds around generative AI, the industry must take a more strategic approach to adoption, the head of client and advisor digital enablement at Broadridge said.

$103 billion Wealth Enhancement debuts in Maine while fast-growing RIA Farther welcomes its biggest partner yet.

The national RIA and tax services firm's move in Minnesota follows rapid growth, including key leadership additions in 2024.

Sheena Gray, CEO of the African American Association of Financial Advisors, speaks about the group's historic 2024 and its plans for the year ahead.

The newly inaugurated Trump White House taps the contrarian commissioner as temporary head amid a slew of walk-outs from the agency.

The wealth firms are looking forward to the next phases of their growth stories with C-suite updates.

After quadrupling its assets, the independent firm overseeing $3 billion has struck a strategic PE partnership with Constellation Wealth Capital.