Company News Archive - Adviser Investments

Adviser Investments Hosts Four-Time Olympian and CFP Lauryn Williams of ‘Worth Winning’

Latest Release March 24, 2021

It isn’t often that you have the opportunity to go one-on-one with a former Olympian, much less one who has medaled in both the Winter and Summer Games. Lauryn Williams, the first American woman to stand on the podium in both the Summer and Winter Olympic Games, and now a certified financial planner, spoke to our staff earlier this month about “Diversity in the Wealth Management Industry.” Williams, who shared her personal story and offered candid advice on fostering diversity and inclusion in the workplace, said she decided to launch her own financial planning firm after receiving poor service from financial advisers who “were not receptive to creativity…and ultimately didn’t want to make financial planning fun and …

Adviser Investments Named Among Barron’s’ ‘Top Advisers in Massachusetts’

March 18, 2021

Adviser Investments is pleased to announce that, for the ninth year in a row, it has been recognized among 2021’s “Top 1,200 Financial Advisors” and ranked as the #11 adviser in Massachusetts by Barron’s magazine. Although Barron’s’ nationwide rankings of independent financial advisers for 2021 are not yet released,

Adviser Investments Earns ‘Best Wellness Employer’ Bronze Certification

March 10, 2021

Adviser Investments announced today that it has received the Best Wellness Employer Bronze Certification from Wellness Workdays. The Best Wellness Employer certification, awarded in collaboration with experts from Harvard Medical School and Wellness Workdays, recognizes the outstanding achievements of businesses that have created “best-in-class” wellness programs to engage employees in promoting well-being …

Adviser Investments Named Among ‘Best Places to Work for Financial Advisers’ by InvestmentNews

March 1, 2021

Adviser Investments announced today that, for the fourth year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2021. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 9th among organizations with more than …

Adviser Investments Earns AARP BankSafe Trained Seal

February 26, 2021

Adviser Investments is proud to announce its participation in the AARP’s BankSafe training program, which helps frontline staff at financial institutions recognize and prevent financial exploitation and abuse. To qualify for the seal, a minimum of 80% of Adviser Investments’ client-facing staff had to successfully pass the BankSafe training. “Participating in the …

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Adviser Investments Named Among America’s ‘Best and Brightest Companies to Work For’

January 7, 2021

Adviser Investments is pleased to announce that it was named one of the “Best and Brightest Companies to Work For in the Nation®” for 2020 by the National Association for Business Resources (NABR). According to the NABR, this award “celebrates achievement and success in empowering employees’ lives through rich heritage and culture. …

Adviser Investments Launches ‘IDEA’ Diversity Committee, Hosts Renowned Speaker Colette Phillips

January 6, 2021

Adviser Investments is pleased to announce that it launched its IDEA Committee speaker series In December 2020 with a presentation by Colette Phillips, one of “The 100 Most Influential People in Boston,” according to Boston magazine. The firm’s Inclusion, Diversity and Equity at Adviser (IDEA) Committee strives to …

Adviser Investments Named Among “The Nation’s Best and Brightest for Wellness” for 2020

December 23, 2020

Adviser Investments announced today that it has been named among the “Nation’s Best and Brightest in Wellness” by the National Association for Business Resources for the third year in a row. This honor recognizes companies that encourage employee well-being, worksite health and wellness. The firm’s nomination noted the …

Adviser Investments Named Among ‘Best Places to Work in Money Management’ by Pensions & Investments

December 14, 2020

Adviser Investments announced today that it has been recognized for a fifth consecutive year among the “Best Places to Work in Money Management” by Pensions & Investments (P&I) magazine. Adviser Investments was one of 94 organizations named to the 2020 list, which features P&I’s best employers within the wealth management sector. Adviser …

Adviser Investments Honored as One of Boston’s ‘Best and Brightest’ for 2020

October 12, 2020

On October 12, 2020, Adviser Investments announced that it has received a 2020 Boston’s Best and Brightest Companies to Work For® award. The firm has made the list every year since it was first published five years ago. The Boston’s Best and Brightest Companies to Work For® competition identifies and lauds Boston …

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