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.
Getting a client into a fund has never been easier – but after that, the hardest part is yet to come.
A former NYLIFE Securities rep was permanently barred after using internet-enabled glasses to cheat on the Series 6 exam
Both of Vanguard's acquisitions have targeted the RIA industry, but the first ended in a legal settlement just weeks before buying Altruist.
Chris Davitt and Anupam Singh bring institutional recruiting muscle to a firm built for advisors chasing equity and independence.
Appointment continues a wave of AI leadership hires reshaping wealth management as advisory firms race to build out digital and data infrastructure.
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
