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More Northwestern Mutual Advisors Than Ever Before Named to Forbes' Top Financial Security Professionals and Best-in-State Lists

More Northwestern Mutual Advisors Than Ever Before Named to Forbes' Top Financial Security Professionals and Best-in-State Lists

有史以来,比以往更多的西北相互顾问被列入福布斯的最佳金融安防专业人士和最佳州名单。
PR Newswire ·  07/10 15:47

MILWAUKEE, July 10, 2024 /PRNewswire/ -- Northwestern Mutual announced today that 650 of its financial advisors earned a spot on Forbes' Top Financial Security Professionals and Best-in-State lists – the company's largest-ever showing on the prestigious rankings. More than a quarter of the Top 100 Financial Security Professionals were Northwestern Mutual advisors.

2024年7月10日,美国西北互助公司(Northwestern Mutual)发布声明说,该公司650名金融顾问入选福布斯百强理财专业人士及各州最佳人才榜单,成绩创历史最佳。其中25%的百强理财专业人士来自美国西北互助。

"Northwestern Mutual's advisors are helping clients see their opportunities and their blind spots and are putting them on a path to greater financial security," said John Roberts, chief field officer, Northwestern Mutual. "Our advisors understand what clients want out of life, they know how to tailor financial plans to those priorities, and they can offer the broadest range of proven financial solutions to reach them so that they can both protect their risks and grow their wealth."

美国西北互助首席现场主任约翰·罗伯茨(John Roberts)表示:“美国西北互助的顾问正在帮助客户发现他们的机遇和盲点,并让他们走向更大的金融安全。我们的顾问了解客户的生活愿望,知道如何量身定制金融计划以满足这些优先事项,并能提供最广泛、最可靠的财务解决方案,从而帮助客户保护风险、增长财富。”

Forbes lists recognize top-performing financial advisors – at both the national level and by state – who excel at providing holistic financial planning, focusing on risk mitigation, wealth management and a personal planning experience. Honorees are selected using a broad set of criteria that includes production and premiums, assets under management, client retention rates and exhibition of best practices.

福布斯榜单旨在表彰表现优异的财务顾问,包括全国和各州的顾问,他们擅长提供全面的财务规划,专注于风险缓解、财富管理和个人规划体验。入选者是根据一系列标准进行评选的,包括生产和保费、管理资产、客户保留率以及最佳实践表现。

Each year, a growing number of advisors from Northwestern Mutual are being named by Forbes and other prominent publications as some of the industry's best. In 2024 alone, the company earned spots on Forbes' Best-in-State Top Wealth Management Teams, Forbes' Top Women Wealth Advisors Best-in-State, Barron's Top 1,200 Financial Advisors, and Forbes' Top Wealth Advisors & Best-in-State lists.

每年,越来越多的西北互助顾问被福布斯和其他知名刊物评选为业内最佳人才之一。在2024年,该公司在福布斯年度最佳各州财富管理团队、福布斯年度最佳各州女性财富顾问、《巴伦》(Barron's)千二百大财务顾问以及福布斯年度最佳财富顾问和各州名单中均入选。

About Northwestern Mutual

关于北西方面投资有限公司

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.

西北互助已经帮助人们和企业实现金融安全超过165年。通过全面规划的方法,西北互助将其金融专业人员的专业知识与个性化的数字化体验和行业领先的产品相结合,帮助客户为最重要的事项做好规划。公司在机构投资组合和零售投资客户组合中管理的总资产超过6270亿美元,营业收入超过360亿美元,保险保障价值达到2.3万亿美元,覆盖寿险、失业收入、长期护理保险、年金以及券商和咨询服务。西北互助在2024年《财富》500强中排名110位,并被《财富》评为2024年世界上最受钦佩的寿险公司之一。

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.

Northwestern Mutual是美国西北互助人寿保险公司(NM)的商标,总部位于威斯康星州密尔沃基市,专业提供人寿保险、残疾保险、年金以及带有长期护理保险福利的人寿保险,其子公司包括Northwestern Mutual Investment Services公司(NMIS)(投资经纪服务)、券商、注册投资顾问,是FINRA和SIPC成员;Northwestern Mutual Wealth Management公司(NMWMC)(投资咨询和服务),联邦储蓄银行,以及Northwestern Long Term Care Insurance Company(NLTC)(长期护理保险)。并非所有的西北互助代表都是顾问。只有那些在职称中带有“顾问”或以其他方式披露自己是NMWMC顾问身份的代表才有资格作为NMWMC代表提供投资咨询服务。

1 Includes investments and separate account assets of Northwestern Mutual as well as retail investment client assets held or managed by Northwestern Mutual.

此处所述的所有资产均包括西北互助旗下的投资和分开的账户资产,以及西北互助持有或管理的零售投资客户资产。

Forbes Top Financial Security Professionals and Forbes Best-in-State Top Financial Security Professionals lists (July 2024). Based upon data as of 12/31/2023. Forbes Top Women Wealth Advisors Best in State, February 8, 2024. Based upon data as of 9/30/2023. Forbes Best-In-State Wealth Management Teams (1/9/2024). Based upon data as of 3/31/23. Forbes "America's Top Wealth Advisors" list, (April 2024). Based upon data as of 6/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024). Based upon data as of 6/30/2023. Research and rankings provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on third 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.

福布斯百强理财专业人士和福布斯州内最佳金融安全专业人士名单(2024年7月)。数据截至2023年12月31日。福布斯州内最佳女性财富顾问,2024年2月8日,数据截至2023年9月30日。福布斯最佳各州财富管理团队(2024年1月9日),数据截至2023年3月31日。福布斯“美国顶级财富顾问”榜单(2024年4月),数据截至2023年6月30日。福布斯“最佳各州财富顾问”榜单(2024年4月),数据截至2023年6月30日。排名和奖项由SHOOk Research提供。北西互助及其顾问不支付第三方评级清单的投放费用,但会向这些组织支付营销费用以宣传评级。排名和认可不能保证未来的投资成功。

Barron's "Top 1,200 Financial Advisors" list (March 2024), based upon data as of 9/30/2023. Northwestern Mutual and its advisors do not pay for placement on third party rating or ranking lists, but instead pay marketing fees to these organizations to promote the rankings and rating(s). Rankings and ratings are no guarantee of future investment success.

《巴伦》“千二百大财务顾问”榜单(2024年3月),数据截至2023年9月30日。北西互助及其顾问不支付第三方评级或排名清单的投放费用,而是支付营销费用以宣传排名和评级。排名和评级不能保证未来的投资成功。

SOURCE Northwestern Mutual

来源:Northwestern Mutual

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