InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.
Meet these 20 visionaries — two icons and 18 innovators — through profiles and videos, and get inspired by their compelling personal stories and indelible contributions.
President, Boston Common Asset Management
Founder, chairman and CEO, Envestnet Inc.
Founder, Vanguard Group
Founder and CEO, Carson Wealth Management Group
Founding partner, United Capital
Founder and executive chairman, Edelman Financial Services
Founder and executive chairman, Fisher Investments
Founder, Garrett Planning Network Inc.
Founder, Kinder Institute of Life Planning
Partner and director of research, Pinnacle Advisory Group
Co-founder and former CEO, Financial Engines Inc.
Founder and CEO, Morningstar Inc.
President and CEO, Dynasty Financial Partners
Professor of retirement income, The American College
Chairman and CEO, Ariel Investments
Principal with Rowling & Associates, head of rebalancing solutions at Morningstar Inc.
Founder, Charles Schwab Corp.
CEO and founder, Hearsay Systems Inc.
Founder and CEO, Betterment
CEO, Pershing Advisor Solutions