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.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
