Skip navigation
Ten to Watch

The Ten to Watch in 2022

Innovators and influencers set to change the industry in 2022.

When looking at the wealth management and financial advisory landscape in the coming year, definite themes emerge. There's the continued rise of cryptocurrencies and ESG investing, the never-ending onslaught of RIA mergers and acquisitions, and the glimmer of possibilities emerging for advisors coming from direct indexing and, dare we say it, artificial intelligence.

Hopefully many of these names are new to you, but this is not an age-bound list, nor is it a list based on social media activity or popularity. Some of these individuals are seasoned in the industry, others not, but we think all bear watching in the coming years in that they represent trends and changes that will no doubt touch every advisor working today. Developed based on the staff of's editorial coverage, internal conversations, reflections and discussions with others, it's purely subjective. Feel free to reach out to us with the individuals you think we should be watching.




Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.