InvestmentNews continues its search for America’s 5-Star Wealth Management Teams 2026.
What makes your team stand out in today’s competitive wealth management landscape? This is your chance to showcase your expertise, highlight the services that set you apart, and demonstrate the real impact you deliver for your clients.
Don’t miss the opportunity to earn the recognition your top-performing team deserves and stand out as leaders in the industry. Submit your nomination before the deadline on Friday, February 6.
The 5-Star Wealth Management Teams of 2026 will be featured on the website in May.
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.
