After a comprehensive nomination and selection process, we are ready to announce the Excellence Awardees for this year's InvestmentNews Awards, which recognizes the people and organizations who are making their mark in the US wealth space.
Showcasing planning expertise, investment innovation, revolutionary technology, heartfelt service, and visionary leadership, the 2026 class of Excellence honorees captures a rich cross-section of movers, shakers, and pace-setters representing the best in the industry.
Once again, the InvestmentNews Awards is gathering delegates from across the country to New York City, where the community will get a chance to celebrate stories of triumph and achievement.
Out of hundreds of nominations, this year's crop of Excellence Awardees – spread across more than two dozen individual and group categories – include some of the most renowned names in the business, iconic personalities, and others who have played their part and more in defining the larger industry.
To see the full list of contenders, visit the official 2026 Excellence Awardees page and see who's raising the bar in US wealth.
With the field of competitors now set, next up is the judging process, with an indepedent panel of industry leaders and senior representatives tapped to evaluate contenders based on relevant category criteria. Voting will commence in May, and the winners will be revealed at the Third Annual InvestmentNews Awards on June 24, happening at the Edison Ballroom in the heart of Midtown Manhattan.
Hosted by the one and only Gregg Greenberg, the event will feature an unforgettable night of cocktail networking, a formal sit-down dinner, and an awards ceremony with the kind of elegance and glamor that can only be experienced within the Empire City.
And it doesn't stop there. Expect the festivities to continue with a post-event celebration, where attendees will have their final opportunity to mingle and show off their evening best.
To learn more about the event, award categories, and how you can take part, visit the InvestmentNews Awards website.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Also, Raymond James's employee advisor channel adds breakaways from Wells Fargo and Stifel, while UBS welcomes an ex-Morgan Stanley duo in Indiana.
It promised guaranteed principal and 10% monthly returns. The SEC says it invested nothing.
Ten years after entering the fee-based annuity market, MassMutual Ascend says nearly half its lifetime sales came in the past two years alone – but barriers remain among fee-only advisors.
Amplify, WealthReach, Zeplyn and Zocks have unveiled partnerships aimed at automating portfolio management, content creation, account opening, and client communication.
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
