For a third year, InvestmentNews is recognizing the innovative leaders of the financial advice industry who are shaping and transforming the profession.
Learn about these 11 visionaries – one icon and 10 innovators – through their profiles here and in the pages of InvestmentNews. We think you’ll be inspired by their personal journeys and the lasting impact they’re having on the financial advice business.
Founder, Garrett Planning Network
Executive chairwoman, Advisor Group
CEO, Orion Advisor Services
Director, MIT AgeLab
Managing partner, Luma Wealth Advisors
Chief digital officer for wealth management, Morgan Stanley
CEO and co-founder, oXYGen Financial Inc.
President, Kahler Financial Group
CEO, Morningstar Inc.
Co-founder and CEO, Captrust
CEO and president, Calvert Research and Management