JANUARY 1, 2020

Ten to Watch in 2020

WealthManagement.com Staff

The innovators and influencers set to change the industry.

David Armstrong

The aim of WealthManagement.com's annual Ten to Watch list is to create an eclectic list of industry folks who, even if they are known, are doing something new to get ahead of, or in some cases push forward, industry trends.

FULL ARTICLE

Praveen Ghanta

Davis Janowski

Praveen Ghanta is co-founder and CEO of HiddenLevers.

FULL ARTICLE

Kirstin Hill

Erick Bergquist

Kirstin Hill is managing director and strategic performance executive for Merrill Lynch Wealth Management.

FULL ARTICLE

John Langston

David H. Lenok

John Langston is founder and managing director, Republic Capital Group.

FULL ARTICLE

Meghan McCartan

Diana Britton

Meghan McCartan is executive director, marketing, and leader of the Outsourced CMO initiative at Hightower.

FULL ARTICLE

Dr. Carolyn McClanahan

Samuel Steinberger

Dr. Carolyn McClanahan is co-founder of Whealthcare Planning and founder of Life Planning Partners.

FULL ARTICLE

Brett Redfearn

Patrick Donachie

Brett Redfearn is director, Division of Trading and Markets, U.S. Securities and Exchange Commission.

FULL ARTICLE

Doug Scott

Patrick Donachie

Doug Scott is co-founder and CEO, Ethic.

FULL ARTICLE

Teri Shepherd

Patrick Donachie

Teri Shepherd is president, Carson Group.

FULL ARTICLE

Perth Tolle

Patrick Donachie

Perth Tolle is founder, Life + Liberty Indexes.

FULL ARTICLE

Enrique Vasquez

Diana Britton

Enrique Vasquez is president, Avantax Wealth Management.

FULL ARTICLE

The Ten to Watch in 2020

WealthManagement.com Staff

Ten individuals who are on the leading edge of trends that will affect just about every advisor in the future.

FULL ARTICLE

Advertisement