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.
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.
