Great financial planning goes beyond investments. It helps clients make informed decisions, build financial security and achieve their goals.
Nominations are open for the third annual 5-Star Financial Planners, recognizing professionals who demonstrate excellence in client service, integrity and innovation.
Who should be nominated?
InvestmentNews welcomes nominations for financial planners across the United States who have made a measurable impact on their clients and the profession.
Submissions should highlight achievements from the past 12 months, including:
Colleagues, peers, and industry professionals are encouraged to nominate deserving candidates, and self-nominations are welcome.
Nominations are open until Friday, November 27.
The 2027 honourees will be featured on the website in April.
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