The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Tuesday, February 05, 2019|
One of These 11 Innovators Is a Fundster
Only a single fundster made it onto a trade publication's new list of "innovative leaders of the financial advice industry."
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.
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