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Financial Planning > Behavioral Finance

Investment Advisor Announces the IA 25

By James J. Green

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Investment Advisor magazine today announced its third annual IA 25–the most influential people in and around the financial planning industry. IA‘s editors determined that these 25 people stand out not only for their influence today but are also defining the issues, posing challenges, forming solutions, and building the companies and associations that will lead the profession into the future. The IA 25 for 2005 (in alphabetical order):

Jim Barnash, president of the Financial Planning Association

Tony Batman, chairman of the Financial Services Institute

Jessica Bibliowicz, chairman, president, and CEO of National Financial Partners

George W. Bush, 43d President of the United States

Bob Clark, journalist and IA columnist

Joe Deitch, CEO of Commonwealth Financial Network

William Donaldson, chairman of the Securities & Exchange Commission

Sheryl Garrett, advisor and founder of the Garrett Planning Network

Andrew Gluck, IA columnist and president, Advisor Products

Alan Greenspan, chairman of the Federal Reserve Board

Bill Gross, manager of the PIMCO Total Return fund

Scott Hanson, advisor and founder, Hanson McClain

Chet Helck, president of Raymond James Financial

George Kinder, advisor and founder, Kinder Institute of Life Planning

Ellyn McColgan, president of Fidelity Brokerage Company

Chip Roame, founder, Tiburon Strategic Consulting

Todd Robinson, chairman of LPL Financial Services

Charles Schwab, founder, chairman, and CEO of Charles Schwab & Co.

Eliot Spitzer, New York attorney general

Greg Sullivan, advisor and president of Sullivan, Bruyette, Speros & Blayney

Sarah Ball Teslik, CEO of the Certified Financial Planner Board of Standards

Rep. Bill Thomas, chairman of the House Ways and Means Committee

Mark Tibergien, consultant with Moss Adams and IA columnist

Don Trone, founder of the Center for Fiduciary Studies

Bob Veres, editor and publisher of Inside Information

The IA 25 is the cover story of the May 2005 issue of Investment Advisor, which will be available online at on Monday, May 2.

Investment Advisor, with a circulation of 77,000, has served independent and independent-minded advisors nationwide for 25 years. It is also the producer of the fourth annual Investment Advisor Wealth Advisor Summit, to be held in Palm Beach Gardens, Florida, November 30-December 2. Investment Advisor is a publication of Wicks Business Information LLC.

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