As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry — and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years. In this episode of … Continue reading NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond →

As advisory firms continue to grow at a rapid pace, it is more important now than ever to source and retain the best talent. But how can wealth management firms become “the employer of choice” in 2023? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Lisa Crafford, MBA, … Continue reading NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford →

While equity markets have declined significantly in 2022 and inflation has spiked, the need for financial advice has never been greater — and the profession has never been more accessible.  In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Shannon Spotswood, President of RFG Advisory, about strategies for growth-oriented … Continue reading NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice →

Every part of your client experience and business management can be enhanced and made more efficient through digitization and automation  In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Jason Pereira, Senior Partner at Woodgate Financial Inc., about how to implement an end-to-end comprehensive planning process as seen from the perspective of the client, … Continue reading The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End →

Creating a financial plan based on clients’ goals and objectives is only half the battle. When working with multiple generations from the same family, understanding and navigating their money motivators and their differing psychologies surrounding finances is critical.  In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Richard Joyner, … Continue reading The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner →

Technology has reshaped the wealth management industry and will continue to transform the future of the business. What are some specific developments that could have the most significant impacts on the way wealth managers work in the future? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Bill Bruckner, … Continue reading The Wealth Management Firm of the Future: WealthTech to Watch →

Over the next several years, the most successful firms in the wealth management industry will be those that have a clear vision for how human capital, technology and client service intersect to drive growth.  In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Martine Lellis, Chief Talent and Administrative … Continue reading The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience →

Artificial intelligence has become a mainstream tool everywhere, from Siri and Alexa to trend monitoring software for Netflix. How can financial advisors leverage this technology to grow their business? In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Andrew Altfest, President of Altfest and Founder and CEO of FP … Continue reading The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice →

The most successful firms in the wealth management industry over the next five years will likely be those firms that have a true command on their technology, a defined and unique client experience — and ultimately can deliver hyper-targeted services to their core markets.  Lifeworks — an up-and-coming RIA with a built-in technology team that … Continue reading The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis →