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.
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.
