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The "model rule" for state regulators is meant to help clients distinguish between advisors who earn management fees and brokers who collect transaction-based commissions.

Mathias Imbach is the co-founder and group CEO of Sygnum. Prior to Sygnum, he was general manager at RNT Associates, where he led multiple venture capital and private equity investments and participated in blockchain and DLT-related equity deals globally. Mathias started his career at Bain & Company where he led advisory projects for private equity funds, family offices and technology companies. He holds a Ph.D. from the University of St. Gallen and a Master of Science from the London School of Economics, or LSE.

Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.

Denise Tyson is the current founder and CEO of Schaefer City Technologies, an award-winning, innovative insurtech company delivering software solutions to help insurance and reinsurance companies and their defense counsel spot and avoid Nuclear Verdicts®. She holds extensive experience in the insurance industry, including insurtech start-ups, mergers/acquisitions, reorganizations, and financially challenging situations.

Samuel Tae is a principal at Ryan in the international tax group, specializing in global tax planning and structuring. He advises on both inbound and outbound tax matters and has extensive experience helping clients expand and optimize their global tax structures.

Dr. Robert Singer is senior professor of accounting and program coordinator in the Department of Accounting at the Robert W. Plaster College of Business and Entrepreneurship of Lindenwood University in Saint Charles, Missouri.

Josh Millet, CEO and co-founder of Criteria Corp., is a nationally recognized career and hiring expert with over 20 years of experience. He founded Criteria, a SaaS-based pre-employment and employee testing service that reduces turnover and improves hiring outcomes for employers and job candidates, and currently serves as its CEO. He has co-authored testing-related articles published in the Journal of Educational Computing and the American Psychological Society Observer. He holds a Ph.D. in history from Harvard University, where he was a Fulbright Scholar and a Mellon Fellow.

Kartik Ramakrishnan is the CEO of the financial services strategic business unit at Capgemini.

Jay Titus is an established thought leader in corporate education strategy and workforce development. He is a trusted advisor to C-Suite level decision makers at Fortune 1000 organizations looking to transform their workforce and retain top talent through creative education benefit solutions. Jay has been featured in Forbes, HR Exec Online, Yahoo Education, and numerous other print and online mediums discussing topics around upskilling, reskilling, and strategic talent management.

Getting healthy. Networking. Drawing the line on prices. Here are the ways wealth managers want to improve their practices — and their lives — in the new year.