If we’ve gotten this right, you don’t know all, or even any, of the names on this list.
But we think the individuals here, in different ways and to different degrees, are building companies or pushing forward new initiatives that will have an outsized impact on the business of financial advice over the next few years. Each bear watching in that they are at the forefront of trends that will touch every advisor.
If this is a list of the ‘not-quite-widely-known-yet,’ here is what it is not: It is not based on age or career tenure. Some of these individuals are seasoned industry veterans yet tilling new ground; some are barely out of graduate school. It is not a list based on social media activity, self-promotion, marketing campaigns or advisor popularity. There was no way to apply or nominate an individual. Voting, polls or survey responses were not used in the creation of this list. We freely admit it’s subjective. It is based only on the whims and interests of the editorial team, culled from their everyday coverage and conversations with each other and their regular contacts in the wider industry.
Time will tell if we are right. Feel free to tell us how we’ve missed the mark. Or, more importantly, who you think we should be watching, and why.
