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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
December 25, 2025
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

As we do each year, my Financial Planning colleagues and I put our heads together to figure out who will be the most influential in the wealth management industry in the coming year. While there may be some familiar faces to you here, others may be less so. From tech leaders to innovative CEOs to dedicated educators, here's the 20, well, technically 21, people who we think will shape wealth management in 2026.

I hope you'll check out the article, along with the rest of this week's stories.

As always, thank you for reading. Happy Holidays! Talk to you next Thursday!

 
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20 people who will shape wealth management in 2026
 
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Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.
 
 
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