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.
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
