When looking at the wealth management and financial advisory landscape in the coming year, definite themes emerge. There's the continued rise of cryptocurrencies and ESG investing, the never-ending onslaught of RIA mergers and acquisitions, and the glimmer of possibilities emerging for advisors coming from direct indexing and, dare we say it, artificial intelligence.
Hopefully, many of these names are new to you, but this is not an age-bound list, nor is it a list based on social media activity or popularity. Some of these individuals are seasoned in the industry, others not, but we think all bear watching in the coming years in that they represent trends and changes that will no doubt touch every advisor working today.
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