InvestmentNews will recognize the industry’s leading financial planners in the inaugural 5-Star Financial Planners.
This is your opportunity to recognize outstanding financial planners who consistently go above and beyond in helping clients achieve their financial goals.
Nominating a deserving colleague allows you to spotlight the nominee’s achievements and contributions to the industry. Self-nominations are also encouraged.
Send an entry before the survey closes on Friday, December 13.
The winners will be announced on the website in April.
Only 7% of U.S. parents are "very confident" they understand how the Trump accounts work, says Omni Calculator
One transfer alone came to $5.6m, and the receiver says none of it was real profit.
Investors chose which factory to fund - the SEC says the money went elsewhere.
Ameriprise and LPL Financial for the past few years have engaged in a financial advice trade war.
Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.
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
