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Ten to Watch

Meet the Ten to Watch in 2024

These 10 individuals are set to innovate and influence the wealth management industry in 2024.

Change is inevitable, and we think the people on this list, in different ways and to different degrees, reflect that when it comes to the business of financial advice.

Hopefully many of the names on this list are new to you. If we are right, you’ll become more familiar with them over the next few years. Each bear watching in that they are at the forefront of trends and changes that will touch every advisor in the coming years.

Beyond that, we have no guidelines in our selection process. Ours is not an age-bound list. Some of these individuals are seasoned industry veterans tilling new ground; some are barely out of school. It is not based on social media activity, self-promotion, marketing strategies or popularity. We freely admit it’s subjective, based on editorial coverage and conversations. Feel free to tell us how we’ve missed the mark, or who the individuals are that you think we should be watching.


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