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

4/3/19

Newton, Mass., April 02, 2019 (GLOBE NEWSWIRE) -- Adviser Investments announced today that, for the second year in a row, it has been recognized one of the “Best Places to Work for Financial Advisers” by InvestmentNews in 2019. Seventy-five organizations within the wealth management sector were named to this year’s list. Adviser Investments ranked 14th among organizations with more than 50 employees, and advanced from 45th in 2018 to 38th this year on the overall list.

InvestmentNews’ ranking endeavors to identify and highlight financial advisory firms that empower employees to provide clients with the best possible investment and financial planning advice.

For the second consecutive year, Adviser Investments’ commitment to professional growth and continuing education initiatives, profit-sharing contributions, highly competitive benefits packages and community service initiatives won a place for the firm among the top 15 large advisory firms.

“We are honored to once again be considered one of the ‘Best Places to Work for Financial Advisers,’” said Adviser Investments President and CEO Dan Silver. “We recognize the skill and dedication of our employees, and strive to create an environment where their unique talents can shine. 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.”

In March, Barron’s recognized Adviser Investments among the top 10 firms on its list of the “Top Massachusetts Financial Advisors” for the seventh year in a row.

InvestmentNews is pleased to recognize firms with supportive cultures where advisers can thrive and are empowered to provide their clients with the best possible investment and financial planning advice,” said Suzanne Siracuse, CEO/Publisher, InvestmentNews. “They are role models for other firms in the industry who are striving to improve their own human resource policies and practices.”

Among other workplace initiatives, the company nurtures its employees’ professional development with ongoing training and a well-defined team structure, providing an opportunity for individuals to grow with the company. The firm’s mentoring program pairs promising young employees with more experienced investment professionals to complete a year-long course and final project above and beyond their day-to-day job responsibilities. This strategy has helped Adviser Investments sustain a strong company culture, with many entry-level employees going on to take on leadership roles in the firm’s relationship management, operations, finance and marketing divisions.

“One of our mottos at Adviser Investments is ‘1% more,’” said Adviser Investments Chairman Dan Wiener. “We encourage all our team members to look for areas where the company can improve and progress, and we give them the tools and the freedom to take the initiative to make those improvements. It’s the cumulative efforts of everyone at Adviser Investments that have allowed us to become one of the country’s leading independent advisers.”

In addition to this most recent InvestmentNews award, Adviser Investments’ workplace culture has also received kudos from Pensions & Investments, which named the firm one of the “Best Places to Work in Money Management,” and by the National Association for Business Resources, which included Adviser Investments among Boston’s Best and Brightest Companies To Work For®—2018 marked the third consecutive appearance for Adviser Investments on both lists.

The Financial Times also included the company on its “FT 300” list for 2018, which recognizes the nation’s top independent registered investment advisers.

To learn more about Adviser Investments’ services, please contact Dick Veidenheimer, managing director, at (800) 492-6868.

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 funds, fixed-income investing, tactical strategies and financial planning.

With more than 3,500 clients and $5 billion under management, Adviser Investments proudly serves clients in all 50 states. Our wealth management professionals focus on helping individual investors, trusts, 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.