Note from editor

Frederick P. Gabriel Jr.

Welcome to InvestmentNews’ inaugural Icons and Innovators special report.

Having worked as a journalist covering the business of financial advice for nearly 20 years, I know full well that talent, passion and innovation are the lifeblood of the industry.

We wanted to recognize those who carry that lifeblood in their veins. To do this, we asked ourselves: Who has shaped the advice industry most? Who are the big thinkers — the folks who have carried the industry forward on the shoulders of their ideas?

We also asked our readers, who work in the profession and benefit from the inventiveness of others, and our team of editors and beat reporters to weigh in. We selected 20 visionaries — two icons and 18 innovators — using the following broad definitions as guideposts:


Those who have made profound and consistent contributions to the success and advancement of the financial advice profession.


Those who have conceived new ideas and tools that have propelled the industry forward.

I hope you’ll take the time to read the profiles outlining the lives and contributions of the individuals chosen. Maybe they’ll even inspire you to bring forward the next big idea that powers the financial advice industry into a new era.

Lastly, if you want to be part of honoring all of our icons and innovators, I invite you to attend our Icons and Innovators Awards luncheon on April 3 in New York City.

All of us at InvestmentNews continue to be grateful to serve as the publication of record for financial advisers. It is an honor we do not take for granted.

-- Frederick P. Gabriel Jr., Editor, InvestmentNews


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