Amy Webber — Next-Gen Nurturer: The 2017 IA 25
Cambridge's new CEO credits her early start in the industry as a reason for her passion to support the next generation of independent advisors.
Jon Stein — Robo Pioneer: The 2017 IA 25
“We’ve always known that if we were successful, we would have lots of competition,” Betterment CEO and co-founder Jon Stein says.
Clara Shih, Digital Doctor: The 2017 IA 25
The executive and tech entrepreneur helps advisors and broker-dealers tap into the power of social media.
Andrew Ng — AI Apostle: The 2017 IA 25
The Stanford prof and former Baidu exec sees a big future in artificial intelligence.
Rep. Jeb Hensarling — Dodd-Frank Doomsayer: The 2017 IA 25
Financial Choice Act moves to the full House, but doubts persists as to whether there’s appetite in Congress to deal with Dodd-Frank reform.
Amy Florian — Leading Through Loss: The 2017 IA 25
Amy Florian’s road to becoming an expert on grief and transition started with her own loss.
Larry Fink — Tech Opportunist: The 2017 IA 25
The world is growing more connected — and more demanding, according to Larry Fink, CEO and chairman of BlackRock.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
Joe Duran — Human Advice Cheerleader: The 2017 IA 25
As digital platforms gain influence, the head of United Capital says advisors must employ more emotions and empathy.
Robert Cook — BD Regulator in Chief: The 2017 IA 25
While FINRA “stands ready” to fill advisor exam gap, Cook is unlikely to initiate a new battle for advisor oversight, says an ex-FINRA enforcement chief.