MILWAUKEE, Aug. 8, 2024
/PRNewswire/ -- Forty-five Northwestern Mutual advisors have
earned a spot on Forbes' 2024 list of America's top
up-and-coming wealth professionals. A national list, the
publication's annual "Top Next-Gen Wealth Advisors Best-in-State"
recognition showcases the industry's most promising talent under
the age of 40.
"Northwestern Mutual's future is bright with how many
outstanding advisors we have ascending in their early careers and
delivering results for clients," said Northwestern Mutual Chief
Field Officer John Roberts. "Their
commitment to comprehensive financial planning, combining insurance
and investments, is uniquely helping more Americans build true
financial security."
About the Forbes 2024 Top Next-Gen
Wealth Advisors List
Forbes' Next-Gen list recognizes elite advisors
nationwide who demonstrate excellence across a wide variety of
metrics, along with a deep commitment to serving their clients.
Northwestern Mutual's showing on Forbes' 2024 list was its
best ever, with the company's representation jumping 15 percent
year over year.
Developed by SHOOK Research, the Forbes' ranking is based
on an algorithm of qualitative criteria – mostly gained through
telephone, virtual, and in-person due diligence interviews – and
quantitative data. Those advisors who are considered have a minimum
of four years of experience, and the algorithm weighs factors
including revenue trends, assets under management, compliance
records, industry experience and various best practices. Portfolio
performance is not a criterion due to varying client objectives and
lack of audited data. Neither Forbes nor SHOOK receive a fee
in exchange for rankings.
About Northwestern Mutual
Northwestern Mutual has been helping people and businesses
achieve financial security for more than 165 years. Through a
comprehensive planning approach, Northwestern Mutual combines the
expertise of its financial professionals with a
personalized digital experience and industry-leading products to
help its clients plan for what's most important. With
over $627 billion of total assets1 being
managed across the company's institutional portfolio as well as
retail investment client portfolios, more than $36
billion in revenues, and $2.3 trillion worth of life
insurance protection in force, Northwestern Mutual delivers
financial security to more than five million people with life,
disability income and long-term care insurance, annuities, and
brokerage and advisory services. Northwestern Mutual ranked 110 on
the 2024 FORTUNE 500 and was recognized
by FORTUNE® as one of the "World's Most Admired" life
insurance companies in 2024.
Northwestern Mutual is the marketing name for The Northwestern
Mutual Life Insurance Company (NM), Milwaukee, WI (life
and disability insurance, annuities, and life insurance with
long-term care benefits) and its subsidiaries. Subsidiaries
include Northwestern Mutual Investment Services, LLC
(NMIS) (investment brokerage services), broker-dealer,
registered investment adviser, member FINRA and SIPC; the
Northwestern Mutual Wealth Management Company® (NMWMC) (investment
advisory and services), federal savings bank; and Northwestern Long
Term Care Insurance Company (NLTC) (long-term care insurance).
Not all Northwestern Mutual representatives are advisors. Only
those representatives with "Advisor" in their title or who
otherwise disclose their status as an advisor of NMWMC are
credentialed as NMWMC representatives to provide investment
advisory services.
1 Includes investments and separate account assets of
Northwestern Mutual as well as retail investment client assets held
or managed by Northwestern Mutual.
Forbes' Top Next-Generation Wealth Advisors
Best-in-State list, (August 2024). Research & ranking
developed by Shook Research, LLC. Based upon data as of
3/31/2024. Northwestern Mutual and its advisors do not pay for
placement on 3rd party rating lists, but do pay marketing fees to
these organizations to promote the rating(s). Rankings and
recognitions are no guarantee of future investment success.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/45-rising-northwestern-mutual-advisors-listed-among-americas-best-in-forbes-latest-next-gen-ranking-302218230.html
SOURCE Northwestern Mutual