20 people who will change wealth management in 2020
Stringent regulations, stiff competition and colossal mergers are just some of the challenges awaiting advisors and wealth management firms in 2020.
The men and women listed below will be tasked with navigating these headwinds, sometimes pushing back against change and at other times demanding it arrive at a faster clip.
Some of the faces will already be familiar to advisors, while others may soon be household names. In either case, these CEOs, regulators, financial planners and tech experts will be worth watching in 2020.
To arrive at this list, reporters and editors reflected on this year's newsmakers and who would likely make waves in 2020. After lengthy and engaged debates — sometimes quite heated — we arrived at what is admittedly an informed but subjective take on what's ahead for wealth management.