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.
Choice anxiety, prestige bias, and the temptation to make selections based on outsourced confidence are just some of the parallels between investing and the world of wine tasting.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
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.
