March 28, 2018
InvestmentNews published the first-ever Best Places to Work for Financial Advisors this week, with Tolleson Wealth Management on the 2018 list of 50 firms. The recognition was based on employer and employee surveys regarding culture, benefits, career paths and more. As an inaugural list, it is the first of its kind for the financial advisory industry.
Tolleson Wealth Management is a unique multi-family office with teams working in strategic wealth management, investing, trusts and estates, philanthropy, tax, private banking, family governance and accounting. The firm seeks to assemble the best possible group of service providers for each unique situation. “While most firms focus only on investing assets, we offer a complete solution that seeks to avoid blind spots and simplifies the complexities of wealth,” said Richard Joyner, President.
The first annual Best Places to Work for Financial Advisors Awards will take place on May 15 and will recognize Tolleson Wealth Management at a luncheon in Chicago.
To learn more about the InvestmentNews 2018 50 Best Places to Work for Financial Advisors list, visit here.
The rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
To learn more about awards and recognition, please visit here.