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The Ten to Watch in 2020
Nov 04, 2019
Innovators and influencers set to change the industry in 2020.
Enrique Vasquez
Ten to Watch in 2020: Enrique Vasquez
Nov 04, 2019
Enrique Vasquez is president, Avantax Wealth Management.
open door
Editor's Letter: Ten to Watch
Sep 14, 2017
Disruption starts at home.
dave-welling-wealth-advisor
Ten to Watch: Dave Welling, CEO, Mercer Advisors
Sep 13, 2017
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aaron-schumm-wealth-advisor
Ten to Watch: Aaron Schumm, Founder, Vestwell
Sep 13, 2017
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susan-schroeder-wealth-advisor
Ten to Watch: Susan Schroeder, Head of Enforcement, FINRA
Sep 13, 2017
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andrew-stoltmann-wealth-advisor
Ten to Watch: Andrew Stoltmann, President-elect, PIABA
Sep 13, 2017
Andrew Stoltmann, president-elect of PIABA, is taking on Wall Street and the fiduciary duty.
doug-ketterer-wealth-advisor
Ten to Watch: Doug Ketterer, Founder, Atria Wealth Solutions
Sep 13, 2017
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rakhi-kumar-wealth-advisor
Ten to Watch: Rakhi Kumar, Head of ESG, SSGA
Sep 13, 2017
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mark-hoffman-wealth-advisor-boston
Ten to Watch: Mark Hoffman, Founder, LifeYield
Sep 13, 2017
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