Company News Archive - Adviser Investments

Company News

Adviser Investments

Welcome Chris Thom: President and Head of Wealth Services

We are pleased to announce the addition of Chris Thom to our executive leadership team as president and head of wealth services, responsible for leading our sales and services teams at Polaris Wealth Advisory Group as well as wealth services for the entire company. “Chris has a passion for equipping adviser teams …
Special Report

Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

Get it Now

Adviser Named Among Massachusetts’ ‘Largest Independent Investment Advisers’ by Boston Business Journal

Adviser announced today that it has been recognized as one of the “Largest Independent Investment Advisers in Massachusetts” by Boston Business Journal. Adviser ranked #13 of the 25 firms named to the list. Boston Business Journal recognized the firm among Massachusetts’ top-25 independent investment advisers, as determined by Adviser’s …
Special Report

Estate Checklist

A Straightforward Guide to Preparing and Settling an Estate

Get the Guide

Adviser Investments' logo is a registered trademark of Adviser Investments, LLC.