Banco Popular de Puerto Rico

Ten financial advisors are offering fresh ideas, making bold career moves and creating deep ties to their communities. Discover how they earned their spot in this year's cohort.

Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.

For advisors who are also voracious readers, it's no surprise the books that most inspired them in their practices this year often focused on ways to improve client relationships and communication.

Financial planning can be complex to regular investors. Advisors shared the analogies and stories that bring ideas into focus with clients and prospects.

The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.

JD Power's closely watched survey of financial advisors' satisfaction with employee and independent brokerages crowned its perennial winners, with one interesting exception.

Sandra Wiley, COO & Shareholder, is ranked by Accounting Today as one of the 100 most influential people in accounting as a result of her prominent role as an industry expert on HR and training as well as influence as a management and planning consultant. Sandra is a certified Kolbe™ trainer who advises firms on building balanced teams, managing employee conflict and hiring staff.Sandra directs Boomer Consulting, Inc.'s annual Talent Development Advantage and offers her services as co-director of the Performance3™ Academy Program as well as the CEO Advantage. She has been in the Strategic Coach Entrepreneurial Team Program™ for over 10 years and is responsible for communicating its concepts to clients and the Boomer staff.Sandra is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor.She is a popular author who is frequently published by many trade journals including CPA Practice Management Report, Accounting Today, Accounting Web, The CPA Practice Management Forum, The CPA Report of South Carolina, Lagniappe of Louisiana and The Asset of Missouri Societies. She also contributes a regular column covering human resources to the Boomer Bulletin™ and penned an award winning marketing plan, Rebuilding the Community Bank, published by the Bank Marketing Association.

Jane Barratt is the founder and CEO of GoldBean - online investing for beginners. GoldBean connects people to investment opportunities with the companies and brands they love, know and buy. A global marketing and digital advertising pioneer with C-Suite roles leading practices and agencies at Dentsu mcgarrybowen, Young & Rubicam, Sapient and Havas. An avid traveler and wine lover, charting the new normal of a balanced life with her husband and three children.

Robinhood Financial has rebranded its service, deleted tweets about its launch and scrubbed the page from its website.

"We're going right at Bank of America, folks, in Charlotte, their hometown," JPMorgan Chase CEO Jamie Dimon said to cheers and laughter at a branch opening in midtown Manhattan. "We've been waiting a long time to start the expansion of Chase retail."