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We've selected 8 up-and-comers who we feel are on track to become one of our Top 100 bank advisers down the road.

Information overload is a major problem, say young bank advisers. See how they help their clients make sense of it all.

Dawn Fitzpatrick's selection is Soros' seventh chief investment officer since the departures of traders Stanley Druckenmiller and Nicholas Roditi in 2000.

Jody Padar, CPA, also known as The Radical CPA, is a well-known advocate for tech adoption and general forward-thinking behavior inside the profession, and has been consistently named one of the Top 100 Most Influential to the Profession by Accounting Today. She is the author of "Radical Pricing," which was just published in May 2024, as well as two other books, "From Success to Significance: The Radical CPA Guide" and "The Radical CPA: New Rules for the Future-Ready Firm." She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. She previously owned her own small firm, and is urrently a senior tax advisor at april, Jody loves the idea of using AI and automation to transform taxes, and she's excited to help develop, evolve and share a simplified and pleasurable tax experience. Padar is married with two adult children and currently resides in Door County, Wisconsin. She earned her BBA from Saint Mary's College and MST from Northern Illinois University. Follow her on LinkedIn, X, Instagram and Facebook.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

Osler is senior vice president of business development at GetInsured. Osler leads business development at GetInsured, where he manages contracts for the company’s SaaS solution for state governments, insurance companies, employers and channel partners.

Paul Bridgewater has nearly 20 years of experience and achievement in the international payments industry, spanning Europe and the America, and currently serves as chief executive officer for Sage Payment Solutions, the payments division for Sage North America. Prior to joining Sage, he served in various executive roles with TSYS, Digital River, and Citibank.

Clients who make these prohibited transactions can face devastating penalties.

Activists could gain more clout as stock ownership is concentrated among fewer owners, with funds shifting to indexed strategies, the firm suggests.

Who’s responsible for a digital problem caused by a third-party program? Not the vendor.