Behind every successful financial journey is a planner who listens, guides, and empowers clients — building trust and setting new standards of excellence in wealth management.
As Nichole Raftopoulos of Nvest Financial says, “We help our clients with every financial aspect of their lives. They have a true financial partner; they understand our process and are happy with it.”
InvestmentNews proudly celebrates these exceptional professionals in our 5-Star Financial Planners 2026.
Nominate a financial planner who demonstrates unwavering dedication and expertise, or showcase your own achievements and influence in the industry.
Don’t let this opportunity pass by. Submissions close on Friday, November 28.
Winners will be featured in April on our website, showcasing the leaders making an impact on 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
