InvestmentNews is on the lookout for the industry’s top talent to be named Top Advisors in 2026.
Nominees will be assessed based on assets under management (AUM), AUM growth, and the organic expansion of clients they’ve brought to their business over the past year.
We invite all readers to submit their entries or put forward a remarkable colleague before the nominations close on Friday, October 31.
The winners will be featured on the website in March to celebrate the professionals driving excellence and innovation in the wealth management industry.
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
