24 people who will change wealth management in 2024


2024 is just around the corner, and change is in the air. 

In addition to an election season that could upend regulations of the financial services industry, FINRA will likely fight on to justify its existence, interest rates may finally come down, the tidal wave of AI will continue rushing into advisors’ practices and the face of wealth will grow more diverse. 

Below, the staff at Financial Planning has named 24 leaders who have made significant waves in our dynamic industry, and who we believe are poised to bring more change in the new year. 

They range from nonprofit leaders and independent financial advisors setting an example for peers, to regulators and wealthtech innovators shaping the infrastructure of firms, to top executives at some of the world’s most profitable companies. 

Watch out in the new year for big things from the names below. And to see who we’ve highlighted in past years, check out the lists in 2023, 2022 and 2021



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