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.
The wealthiest investors on earth are quietly reshuffling portfolios for permanent uncertainty, not just another rough patch.
ACLI research reveals middle-class financial resilience rebounding, even as inflation anxiety and a deep savings confidence gap cloud the outlook.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
Traders will be able to connect their own third-party AI agents to the brokerage platform.
The bank's outspoken CEO says it's scanning for deal targets even as geopolitical risks and elevated asset prices cloud the outlook.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
