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Listings in InvestmentNews’ Hot List 2024 are based on nominations received online from wealth professionals between August 5-30, 2024. Nominations were open to plan sponsors, money managers, and executives with at least 10 years of experience. After receiving over 450 nominations, InvestmentNews narrowed the list down to 100 “movers and shakers” whose contributions helped shape the wealth industry over the previous 12 months. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Compensation provided for using, not obtaining, the award.
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