The industry group is reducing the cost of health care for small and large advisory firms, according to FSI’s Chris Paulitz
Ritholtz has been a leader in his use of social media, including his blog, the Big Picture, to promote his business
Klein built a business around assessing investors’ risk tolerance.
Hamburger founded MarketCounsel to provide a one-stop, multidisciplinary shop offering business and regulatory compliance consulting to RIA startups
Fox created a business to train advisers in planning and documenting work processes
Slott built a niche for himself by mastering the intricacies of individual retirement accounts and explaining them to others.
Berman is CEO and co-founder of CNote, an investment platform that focuses on fixed income and cash, and also on social impact
See the finalists for the Innovative Firm awards, which highlight broker-dealers, custodians, fintech firms, asset managers, wirehouses, RIAs and other companies
Loh worked in investment banking before jumping to a tech startup
Bergman founded Envestnet, arguably today’s largest and most successful technology company in the financial advice industry
