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.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
DeepVest, Vanilla and Libretto roll out tools to help financial advisors launch firms, close estate plans and sharpen planning skills
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
Second-generation NFL ref Shawn Hochuli co-founded IWM Partners in Irvine, California, a wealth management practice with more than $500M in client assets
U.S. seniors lose $28.3 billion annually as a result of financial exploitation, according to a 2023 AARP study.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
