Company News Archive - Page 2 of 6 - Adviser Investments

Adviser Investments Named to Barron’s 2020 List of ‘America’s Best Independent Advisors’

Adviser Investments ranked #30 on Barron’s list of “America’s Best Independent Advisors” in its Sept. 14, 2020 issue. The rating is based on a combination of qualitative and quantitative factors that include assets under management, revenues, regulatory records and size and experience of each firm’s team. This is Adviser Investments’ eighth …

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Adviser Investments Selected for Financial Advisor’s ‘2020 RIA Ranking’ List

Adviser Investments’ President and CEO Dan Silver, Chairman Dan Wiener and Chief Investment Officer Jim Lowell Adviser Investments announced today that it has been selected for Financial Advisor magazine’s “2020 RIA Ranking,” an annual list of independent registered investment advisers, ranked by assets under management. “It’s especially meaningful to be acknowledged this …

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Adviser Investments Named a ‘Top 100 Wealth Manager’ by RIA Channel

Adviser Investments announced today that it has been recognized as one of the 2020 “Top 100 Wealth Managers” by RIA Channel. Adviser Investments ranked #18 of the firms selected for the list. “We recognize these firms as leaders in their field and congratulate them on their success,” the publication said on

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

Adviser Investments announced today that it has been recognized as one of the “Largest Independent Investment Advisers in Massachusetts” by Boston Business Journal. Adviser Investments ranked #13 of the 25 firms named to the list. “We’re especially grateful to be acknowledged this year given the obstacles many other businesses have faced in …

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Adviser Investments’ Liz Kesselman Named One of Forbes’ ‘Top Women Wealth Advisors’

Adviser Investments is excited to announce that Vice President Liz Kesselman has been named as one of Forbes magazine’s “Top Women Wealth Advisors,” a recognition celebrating leaders in our field. Liz debuted at #277 on the 1,000-woman ranking, and was one of the few independent advisers to make …

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

Adviser Investments announced today that, for the third year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2020. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranks 16th among firms with more

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Letter From the CEO: Our Response to the Coronavirus Outbreak

I hope you’re safe and well. I’m not writing about investment markets or the economy. Others from the firm will keep you well informed about those. (To that end, Chairman Dan Wiener and Chief Investment Officer Jim Lowell recorded a special podcast Wednesday to give their perspectives; click

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Adviser Investments Earns ‘Best Wellness Employer’ Bronze Certification

Adviser Investments announced today that it has received the Best Wellness Employer Bronze Certification from Wellness Workdays. The firm was one of eight Bronze Certification recipients. The Best Wellness Employer certification, awarded in collaboration with experts from Harvard Medical School and Wellness Workdays, recognizes the outstanding achievements of businesses which have created …

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Adviser Investments Named #5 Among Barron’s ‘Top Wealth Advisers in Massachusetts’

Adviser Investments is pleased to announce that, for the seventh year in a row, it has been recognized among 2020’s “Top 1,200 Financial Advisors” by Barron’s magazine—up from #6 in 2019 and #8 in 2018. Although nationwide rankings of independent financial advisers for 2020 are not yet available, Adviser Investments came in …

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Adviser Investments Named Among RIA Channel’s ‘Top 100 ETF Power Users’

Adviser Investments announced today that it has been named among the “Top 100 ETF Power Users” by RIA Channel and Forbes. While Adviser Investments is known primarily for its 25 years of experience identifying select actively mutual fund managers for its clients’ portfolios, the firm also has a long history of investing …

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