In today’s fast-changing financial landscape, clients rely on skilled wealth management teams to navigate complex markets, plan for the future, and achieve their financial goals. These teams provide strategic guidance and trusted advice, making their role essential for individuals and businesses alike.
To honor these exceptional teams, InvestmentNews proudly presents the second annual 5-Star Wealth Management Teams, showcasing firms that define excellence in the industry.
“Whether it’s a tech executive in Seattle, a retired couple in Florida, or a business owner in the Midwest, we bring strategic precision and fiduciary care. Clients don’t want gimmicks – they want clarity, control, and results that support their real-life goals,” says Terri McGray of Longevity Capital Management.
Nominate your team by Friday, February 6, and gain industry recognition for your expertise and achievements.
Winners will be featured on the website in May.
Five low-cost index ETFs to anchor Trump Accounts as advisors weigh options against 529 and UTMA plans for clients
A bipartisan proposal aimed at aligning advisor compensation rules with modern business structures is headed to the full House.
Vanilla is extending its estate planning tech to Callan Family Office's ultra-high-net-worth business, while WealthFeed's organic growth engine will now be available to roughly 100 advisors at The Mather Group.
“We are helping families take an important first step toward building a financial foundation for the next generation,” said Franklin Templeton CEO Jenny Johnson
Richard Brothers Financial Advisors joins the fee-only RIA, adding its first Maine office and $240 million in client assets
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.
