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Rating:In 2019, Watch This Robo, That VC, and Those Twins Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, December 24, 2018

In 2019, Watch This Robo, That VC, and Those Twins

News summary by MFWire's editors

Next year, fundsters should keep an on a certain famous pair of Facebook-adjacent twins, a particular roboadvisor's chief, and of course a fundster-turned-brokerage-executive-turned-fintech-venture-capitalist.

Mark Stephen Casady
Vestigo Ventures
General Partner
So argues the team at Financial Planning, which just released their list of the "19 people who will change wealth management in 2019." They describe the list as "a cheat sheet of key industry leaders to keep an eye on in 2019."

Mark Casady, now general partner at Vestigo Ventures, ranks 11th on the list, followed by would-be bitcoin-ETF entrepreneurs Cameron and Tyler Winklevoss at 12th and BlackRock-backed Acorns CEO Noah Kener at 15th.

Other people on the list include: the CFP board (no specific names are mentioned), the chairman of the Federal Reserve, and key people at Advisor Group, Baird, Commonwealth Financial Network, Echelon Partners, Edward Jones, Envestnet, Fiduciary Network, FSI, HighTower Advisors, LPL, Morgan Stanley, Raymond James, and Rockefeller Capital Management. 

Edited by: Neil Anderson, Managing Editor


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