What makes a technology solution truly stand out in today’s financial services landscape?
InvestmentNews is inviting technology providers to answer that question through its 5-Star Technology 2026 report, highlighting solutions that deliver real impact to advisors and firms.
Now in its second year, the report focuses on products introduced in the past 12 months that help financial professionals work more efficiently, serve clients effectively, and adapt to an evolving market.
From financial planning software and CRM systems to portfolio management, data and analytics, and other specialized solutions, participants are invited to demonstrate how their product works, who it serves, and how it performs.
Put your product forward for recognition before entries close on Friday, May 15.
The 2026 5-Star Technology report, proudly supported by the National Association of Insurance and Financial Advisors, will be published on the website in September.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
