InvestmentNews proudly celebrates the financial planners who set the standard for client service, innovation, and excellence. Help us honor the wealth management industry’s brightest stars in 5-Star Financial Planners 2026.
Do you know a financial planner who consistently delivers exceptional results? Whether they’ve made a meaningful difference in your financial journey, inspired peers through their leadership – or it’s your own achievements you’d like to highlight – now is the time to recognize excellence in financial services.
Submit a nomination before entries close on Friday, November 28.
The full report will be published on the website in April.
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
