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.
“It’s time for an economic reset,” wrote the California governor, in a post on X.
Masterworks was launched in 2017 but its RIA, Masterworks Advisers, is just three years old.
One 2017 form, no broker license, and a $42 million gap they say surfaced on a webinar.
Fewer than half of Americans in their peak earning years feel on track for retirement, while many say limited financial knowledge and access to professional guidance are holding them back.
Meanwhile, Wells Fargo hauled advisors overseeing $825 million in the West Coast, while Wedbush has welcomed a seasoned professional from Stifel in California.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
