The IA25: VIPs for Very Uncertain Times
Here are the top industry leaders of 2020, as decided by readers of Investment Advisor.
During the COVID-19 pandemic, we asked readers to vote for the top 25 industry VIPs in very uncertain times — and 1,770 of you did, casting 44,250 total votes. This was the third time in the 18 years of the IA25 recognition program that your choices determined who made the list.
Because of the unusual and incredible situation we find ourselves in today, we combined the different categories (broker-dealer, clearing and custody, RIA/advisory, fintech, investing and regulation/compliance) into one overall voting list. In addition, we eliminated individuals with whom financial advisors have very limited access.
We also asked the winners to share insights into how advisors can best serve their investor clients during the COVID-19 crisis and to explain how they are working from home and making other adjustments to their personal and professional lives. (Nearly all the winners kindly did so.)
It’s worth mentioning that two of the IA25 winners had the same number of votes. We counted them as one winner, and they appear first in the interviews that follow.
In addition, we have three honorable mentions:
- Alan Moore, CEO and co-founder of XY Planning Network and of AdvicePay;
- Tom Nally, president of TD Ameritrade Institutional; and
- Skip Schweiss, managing director, Retirement Plan Services & Advisor Advocacy for TD Ameritrade Institutional, and president of TD Ameritrade Trust Company.
Finally, several write-in nominees captured a good number of votes, and we’ll include as many of them as possible on next year’s IA25 ballot.
- The 2020 IA25: Christine Benz
- The 2020 IA25: Lisa Burns
- The 2020 IA25: Tom Bradley
- The 2020 IA25: Josh Brown
- The 2020 IA25: Joel P. Bruckenstein
- The 2020 IA25: David Canter
- The 2020 IA25: Ron Carson
- The 2020 IA25: Bernie Clark
- The 2020 IA25: Eric Clarke
- The 2020 IA25: Bill Crager
- The 2020 IA25: Ric Edelman
- The 2020 IA25: Mohamed El-Erian
- The 2020 IA25: Dani Fava
- The 2020 IA25: Michael Finke
- The 2020 IA25: Jeffrey Gundlach
- The 2020 IA25: Brian Hamburger
- The 2020 IA25: Mike Hunstad
- The 2020 IA25: David Kelly
- The 2020 IA25: Michael Kitces
- The 2020 IA25: Sallie Krawcheck
- The 2020 IA25: Jeff Levine
- The 2020 IA25: Jeremy Siegel
- The 2020 IA25: Ed Slott
- The 2020 IA25: Liz Ann Sonders
- The 2020 IA25: Mark Tibergien
- The 2020 IA25: Amy Webber
Reach Janet Levaux at jlevaux@alm.com, Ginger Szala at gszala@alm.com and Melanie Waddell at mwaddell@alm.com.