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Wealth Management Madness
Wealth Management Madness 2015: Final Four Recap

Wealth Management Madness 2015: Final Four Recap

After four weeks, it’s down to the final two contenders. Who will take it all?

But first, let’s recap last week’s showdown of the Final Four, where over 3,000 readers cast votes to advance their favorites to the finals.

In the battle of the winner of the Maverick division versus a The Establishment, “Smart beta” pioneer Rob Arnott breezed past Wells Fargo Advisors’ chief Mary Mack, earning an astounding 86 percent of the vote.



Arnott, who’s fundamental indexing strategy led the way for smart beta, says the most influential people to him have been past bosses, Dick Crowell, Marty Leibowitz, Bob Lovell, as well as industry leaders like Jack Bogle and Peter Bernstein.  “Marty and Peter exhibited boundless curiosity, while maintaining kindness and humanity in an industry of sharp elbows,” he says, adding he admired Bogle’s willingness to challenge conventional wisdom and his courage to fight for “what you believe is right.” 

Meanwhile the matchup between Regulators & Lawmakers division winner Janet Yellen and Thought Leader winner Knut Rostad was much closer. After knocking out MarketCounsel’s Brian Hamburger last week, fiduciary expert Rostad’s momentum finally stalled.  Fed chair Yellen edged out the win, taking 55 percent of the votes.

The final round of the 2015 Wealth Management Madness competition begins Monday. Don’t forget to cast your vote to determine who is the most influential personal in wealth management.

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