This year’s IA25 focuses on advisors, experts and leaders in financial services who are pushing the industry forward. This work encompasses diversity and inclusion, as well as programs to support younger professionals and expand the ways advisors operate and charge for their services. These efforts are taking place today in tandem with a number ofother changes impacting the industry — such as the growing importance of cryptocurrencies.
At the same time, the 2021 IA25 list includesa number of subject-matter experts who aredrilling down into other day-to-day topics criticalto today’s advisors and clients, like retirementplanning. With the many changes the pandemichas entailed and a new administration inWashington, issues around taxation, trusts, andestate and related planning have become moreimportant to the industry than in the recent past.
We are proud to present this year’s list of IA25
honorees and a number of runners up. Many of
them are working to help the wealth management
industry better reflect the demographics of the
U.S. population it serves. Today, less than 4% of
certified financial planners are people of color,
We also want to call out the efforts of past
IA25 winners, many of whom we weren’t able
to include as we made room for new industry
VIPs. Choosing a limited number of honorees is
There are, of course, so many industryprofessionals bringing tremendous innovation andintegrity to the world of financial advice each day.We encourage all advisors, industry executives,firms and other groups to nominate themselvesand their peers for ThinkAdvisor’s new broaderand expansive recognition program — TheLUMINARIES, which is accepting nominationsonline through May 17 (via ThinkAdvisor).
By Janet Levaux, Bernice Napach, Ginger Szala and Melanie Waddell