20 People Who Will Shape Wealth Management in 2025

The wealth management industry will be shaped in 2025 by professionals like Terri Kallsen, CFP®, 2025 Chair-elect of CFP Board, who will uphold high industry conduct standards. Other people changing the industry include Hannah Moore, CFP®, founder of Amplified Planning, who launched a remote, affordable advisor training program that has helped over 3,200 aspiring CFP® professionals since 2020.

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