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
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
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
