Most investors aren’t dazzled by new instruments or swept away chasing the latest high-profile cryptocurrency.
InvestmentNews’ 5-Star Wealth Management Teams 2026 report shows that clients value tenure and independence over thrills—they want a team that’s seasoned and free from complicated ownership.
This year’s awardees are diverse, specialist-led teams operating as one coordinated unit. Rather than generalists, they integrate tax, planning, investment, and credit expertise into a unified offering for high- and ultra-high-net-worth clients.
Included in this year’s list of dependable, long-term partners are:
Meet the awardees and discover how they consistently deliver with their meaningful contributions, understanding of client needs, and operational improvements.
$1.7M invested from an inheritance. Then the phone went dead.
The pre-IPO platform sold $430M in units while allegedly rigging prices behind the scenes.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
