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Tuesday, February 05, 2019

One of These 11 Innovators Is a Fundster

News summary by MFWire's editors

Only a single fundster made it onto a trade publication's new list of "innovative leaders of the financial advice industry."

John Henry Streur, Jr.
Calvert Research and Management
President, CEO
Yesterday InvestmentNews named John Streur, president and CEO of Eaton Vance's [profile] Calvert, as one of 11 Icons & Innovators for 2019. The list also includes a key fundster-adjacent CEO, Kunal Kapoor of Morningstar.

The sole icon on this year's list is Sheryl Garrett, founder of Garrett Planning Network, an advisory firm. The eight other innovators include: the co-founder and CEO of a 401(k) plan advisor (KPA) RIA; the CEO of a tech ally to FAs; the chair of a B-D network; a wirehouse's tech guru; an aging-focused academic; and three more advisory firms' chiefs

Edited by: Neil Anderson, Managing Editor


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