InvestmentNews honors these icons and innovators who have shaped and transformed the financial advice profession. Meet this year’s 11 visionaries – one icon and 10 innovators – showcased in the profiles presented here, whose inspiring personal stories have led them to make enduring contributions to the business.
Recognizing the indelible mark that advice industry firms have made on the industry as well, InvestmentNews is also proud to spotlight 18 innovative firms that are changing the way advice is created, delivered and used by clients today.
You can visit each individual’s page directly below:
Judson Bergman: Icon
Catherine Berman: Innovator
Cynthia Loh: Innovator
Deborah Fox: Innovator
Ed Slott: Innovator
Gabino Roche: Innovator
Mark Iwry: Innovator
Aaron Klein: Innovator
Alan Moore: Innovator
Barry Ritholtz: Innovator
Brian Hamburger: Innovator
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
