22 that will transform wealth management in 2022

A select group of financial advisors, executives and entrepreneurs are ready to break records and drive change in wealth management in the New Year.

As asset managers draw new capital from a growing group of investors while breaking records for M&A volumes and transaction volumes, Financial Planning’s staff set out to identify the seasoned professionals and talent who made the biggest impact on the industry for the year 2022. With inclusion on last year’s list being the only exclusion factor, the professionals who make up this admittedly subjective list are reshaping a fragmented industry and fulfilling a mission that goes beyond annual income.

We encourage you to retrospectively review our recommendations from last year. Now scroll down to see who made the list for 2022.

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