19 people who will change wealth management in 2019
While 2019 is set to be a transformative year for wealth management, savvy industry players won’t be content with keeping abreast of new developments. They’ll be spearheading change themselves.
Executives and advisors have much to anticipate with the new year: the SEC is expected to finalize its proposed Regulation Best Interest rule, firms will angle for new M&A deals, and fintech startups as well as others will work to deploy new technologies such as artificial intelligence.
To help you prepare for a year of heady change, we’ve created a cheat sheet of key industry leaders to keep an eye on in 2019. Some are C-Suite executives, but others are advisors and behind-the-scenes insiders.
Written and edited by Sean Allocca, Lee Conrad, Chelsea Emery, Jessica Mathews, Charles Paikert, Maddy Perkins, Toby Salinger, Andrew Shilling, and Andrew Welsch.