InvestmentNews is calling for final entries for 5-Star Financial Planners 2026 before submissions officially close on Friday, November 28.
Have you worked with an advisor whose influence has made a remarkable difference in your financial journey? Take this opportunity to honor their impact on the wealth management industry. Self-nominations are also welcome.
To be considered, act now – complete your nomination before the deadline.
Winners will be celebrated in April on our website, highlighting the professionals who are shaping the future of financial planning.
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
