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.
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.
