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.
Pennington was elected during a special meeting on Monday, and she will take over the seat vacated by ProEquities' Christopher Flint after he resigned in July.
Delap Wealth Advisory's Jared Siegel details how he's able to concentrate on the 'fun' stuff—creating a high-quality, high-touch financial planning experience for his clientele—by outsourcing the middle- and back-office operations at his firm.
