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.
Nine-month electronic trading freeze and share lending program at the center of dismissed claim.
Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.
With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.
Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.
The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
