It is inspiring to learn about lesser-known individuals who sit at the center of the most dynamic happenings in wealth management. Nerve-racking because every single reader will have an opinion on the merits of the effort, many will be sure there are other people more deserving, and some will be very vocal in accusing us of missing the mark.
It may be helpful to describe the criteria for this list by explaining what it is not. It is not a list of professionals bound by age, gender, industry tenure or job descriptions.
This is neither a list of young up-and-coming professionals nor a list of seasoned executives. It is not a list of industry outsiders, innovators or bomb-throwers, nor is it a list of industry influencers or attention seekers.
It’s not a list of advisors, nor a list of service providers. The superlatives that define so many other industry lists, like ‘best,’ ‘fastest’ or ‘biggest, ’ do not apply here.
So, what is it? This is a purely subjective list of individuals identified by our editorial team as being under the radar for most advisors, but who warrant close attention.
These are individuals at the forefront of contemporary trends that will ultimately impact all advisors. You’ll find people from national enterprise platforms here, along with research analysts, technology providers and regulators. Some are new to the industry, while others have held multiple roles throughout long careers.
We make no predictions about the future, but having these individuals on your radar can help you track happenings in the business of financial advice today and in the years to come.
Editor’s Note: Neither business considerations nor financial arrangements influenced the creation of this list.
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