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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
