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.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
