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.
As Goldman Sachs tightens rules on event contract trading, RIAs and hedge funds are weighing their own policies
Meanwhile, Wells Fargo lures defectors from UBS and JPMorgan to expand in the East Coast, while another bank aligns itself with RayJay's financial institutions division.
New research suggests AI-exposed workers over 55 are leaving jobs more often than before ChatGPT’s rise.
Agentic AI is landing in trading, treasury and wealth management roles across major banks, with advisory functions as the next frontier.
Wells Fargo affiliate and women-focused wealth firm both promote leadership as they scale advisor support.
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
