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Retirement Planning > Social Security

On the Bubble

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The diversity of interests and geography and business models exhibited by advisors makes it a daunting task to choose just 25 “most influential” people. In the IA editors’ opinions, the folks below deserve honorable mention, at least.


Dan Moisand, president-elect of the FPA

Tom Connelly, the Phoenix advisor

Planner Partners

Deb McWhinney of Schwab Institutional

Joe Velli of Bank of New York Securities

Investing Vehicles

Lee Kranefuss of Barclays Global

David Booth of Dimensional Funds

Consciences of the Profession

The ageless John Bogle

The indomitable Amy Domini

The Academics

Roger Ibbotson of Ibbotson Associates

Thomas Saving, trustee of the Social Security and Medicare trust funds