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.
With a fifth of RIA firms using AI to create marketing content, one leading voice argues a clear identity and focusing on clients will be crucial to success.
LPL Financial is a bellwether for the broader financial advice marketplace.
The San Francisco-based startup's Series A funding, with support from Schwab and Edward Jones Ventures, will reinforce its role in the coming $124 trillion wealth transfer.
The quartet of deals across New York, Florida, Ohio, and New Mexico reinforces the fast-growing integrator's leading position in the independent space.
UBS and Wells Fargo have made their own additions in the Northeast, including a Massachusetts duo defecting from Commonwealth.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
