December 10, 2018
Adviser Investments announced today that, for the third year in a row, it has been recognized among the “Best Places to Work in Money Management” by Pensions & Investments (P&I) magazine in 2018. Adviser Investments was one of 69 organizations named to this year’s list, which features the best employers within the wealth management sector.
P&I’s ranking emphasizes Adviser Investments’ ongoing commitment to professional growth and continuing education initiatives, profit-sharing contributions to employees’ 401(k) plansA 401(k) plan is a retirement account that a company sets up on behalf of its employees. Both the participant and the employer can contribute to the account. There are two types of 401(k)s, traditional and Roth. Income invested in traditional 401(k)s isn’t taxed while it’s invested, but is taxed when it’s withdrawn. Income invested in a Roth 401(k) is taxed before it’s invested, but no tax is paid when it is withdrawn., highly competitive benefits packages and community service initiatives.
“We are honored to once again be considered one of the ‘Best Places to Work in Money Management,’” said Adviser Investments President and CEO Dan Silver. “This recognition reflects a workplace environment that respects and prioritizes its employees. Because of this, Adviser Investments consistently attracts and retains top talent—even in this competitive labor market—to the benefit of both our clients and our entire team.”
“Again this year, it is clear that what makes firms great employers isn’t necessarily about money management in particular,” said P&I Editor Amy B. Resnick. “Employees at these top-ranked firms most often cited their colleagues, the firm’s culture and the benefits as the things that make it a great place to work.”
Among other workplace initiatives, Adviser Investments supports professional development with ongoing training and a well-defined team structure to develop associates over time in a career path toward relationship management, operations, finance and marketing positions. In addition, the firm’s mentoring program pairs promising young employees with more experienced professionals to complete a year-long course and final project above and beyond their day-to-day job responsibilities.
“We’ve always valued input and encouraged professional growth from our talented employees,” Adviser Investments Chairman Dan Wiener noted. “That’s part of Adviser Investments’ cultural goal of ‘1% more.’ As our team members find areas to improve, the company, as a whole, simultaneously advances. Our employees have always been our greatest asset.”
The P&I award caps a banner year for the company. Earlier this year, InvestmentNews ranked Adviser Investments among the top 10 on its inaugural 2018 list of “Best Places to Work for Financial Advisers.” The ranking “honors … firms that empower employees to provide clients with the best possible investment and financial planning advice.” In June, Financial Times included the company on its “FT 300” list for 2018, which recognizes the nation’s top independent registered investment advisers.
In September, Barron’s ranked the firm among the top 30 on its list of “Top 100 Independent Wealth Advisors” for 2018, placing Adviser Investments among the country’s elite independent wealth managers for the sixth consecutive year. Barron’s also recognized Adviser Investments among the top 10 firms in 2018 on its list of “Top Massachusetts Financial Advisors,” the firm’s fifth appearance in a row.
Most recently, the National Association for Business Resources included Adviser Investments on its Boston’s Best and Brightest Companies To Work For® list—2018 marked the company’s third consecutive year achieving this honor. This competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment.
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About Adviser Investments
Adviser Investments and its subsidiaries operate as an independent, professional wealth management firm with particular expertise in Fidelity and Vanguard funds, actively managed mutual funds, exchange-traded fundsA type of security which allows investors to indirectly invest in an underlying basket of financial instruments (these may include stocks, bonds, commodities or other types of instruments). Shares in an ETF are publicly traded on an exchange, and the price of an ETF’s shares will fluctuate throughout the trading day (traditional mutual funds trade only once a day). For example, one popular ETF tracks the companies in the S&P 500, so buying a share of the ETF gets an investor exposure to all 500 companies in the index., fixed-income investing, tactical strategies and financial planning.
With more than 3,500 clients and $5 billion under management, Adviser Investments is one of the nation’s largest registered investment advisers. Our wealth management professionals focus on helping individual investors, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process., foundations and institutions meet their investment goals. Adviser Investments’ minimum account size is $350,000.
For more information, please visit www.adviserinvestments.com or call 800-492-6868.
Awards referenced herein do not evaluate client experience or investment performance and are not indicative of future performance.
Pensions & Investments’ Best Places to Work in Money Management award is conducted by research firm Best Companies Group (BCG). Participating firms and their employees complete surveys assessing corporate culture and communications, role satisfaction, work environment, relationship with supervisor, training, development and resources, pay and benefits and overall engagement. BCG analyzes the results and ranks participating firms, which must have an office in the United States, at least 20 employees and $100 million in regulatory assets under management, and have been in business for at least one year. For more information and a complete list of recipients, visit www.pionline.com/BPTW2018.
Barron’s Top 100 Independent Wealth Advisors rankings reflect the volume of assets overseen by participating advisers and their teams, revenues generated for the firms and the quality of the advisers’ practices, as determined by its editors. Barron’s Top Massachusetts Financial Advisors rankings consider factors such as assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
Financial Times 300 Top Registered Investment Advisers (2018) is an independent listing produced annually by Financial Times. FT 300 is based on data gathered from investment advisory firms, regulatory disclosures and Financial Times’ research. Financial Times invited over 2,000 firms to be considered for its list; 760 responded. The listing reflects each practice’s performance in six primary areas: Assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. Neither the participating firms nor their employees pay a fee to Financial Times in exchange for inclusion in the FT 300.
InvestmentNews’ Best Places to Work for Financial Advisers Award (2018) is based on responses to surveys voluntarily completed by the owners and employees of participating firms. Firms do not pay a fee to participate. BCG conducts the survey. InvestmentNews evaluates participating firms’ ability to attract and retain talented employees and then ranks the firms. To be eligible for the award, firms must be a registered investment adviser or broker-dealer; be in business for at least one year and have at least 15 full-time employees. Visit www.investmentnews.com/section/best-places-to-work-for-financial-advisers/2018 for more information.
The Best and Brightest Companies to Work For® competition recognizes organizations displaying a commitment to human resource practices and employee enrichment. The competition assesses organizations based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC