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.
Procyon adds $415 million in assets under management in New Jersey while Savant picks up a $213 million Southern California planning firm
With a growing number of real estate-rich Baby Boomers aging into retirement, some advisors may be failing to consider all the options available for those clients' assets.
Cornerstone Advisors study reveals compliance bottlenecks stall campaigns weeks after customer opportunities close.
A father-daughter trio managing approximately $700 million joins the Atlanta-based fee-only RIA, establishing its Austin foothold.
CFP, CFA and CPA holders could gain accredited investor status as regulators weigh wider private market access for advisory clients
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
