These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.
These ten innovators and influencers are set to change the industry in 2023.
Innovators and influencers set to change the industry in 2022
Innovators and influencers set to change the industry in 2022.
Caitlin Cook is Head of Community at Onramp Invest, Vice president of Operations at Onramp Academy, host of “Chicks of Fintwit” podcast
Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual
James Dilworth is Co-Founder and Managing Partner, Veriti Management
Gurbir S. Grewal is Director of Division of Enforcement, U.S. Securities and Exchange Commission
Shachar Kariv is Co-founder of Capital Preferences; Benjamin N. Ward Professor of Economics and the Economics Department Chair at University of California, Berkeley
Kristen Kimmell is Executive Vice President, Business Development, Advisor Group