Founder and president of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial services and wealth management sectors. She is recognized by Onalytica as the #1 "Influencer" in wealth management, and is a regularly featured source of expert commentary to international news and business outlets, trade publications, and broadcast media. Rudin is an annual contributor to the Capgemini World Wealth Report, produces the Annual Outlook for US Wealth Management for Enterprising Investor, and speaks about wealth, next-gen, and fintech at conferences throughout world. Her thought leadership has appeared in Huffington Post, American Banker, Enterprising Investor, Family Wealth Report, Fundfire, and Wealthmanagement.com. She is the mother of two sons who are quick to point out that they considered her an “influencer” well before Onalytica did.
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.
Almost three quarters of HNWIs worldwide have expressed confidence in crypto.
The pandemic has made meetings more personal, technology more integral, and advice more holistic.
The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.
Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.
How do you make your LinkedIn profile attractive and compelling? You can start with these easy first steps.
The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.
"People should not underestimate the South African market or write it off due to recent disappointments," Marilize Lansdell tells April J. Rudin.
April Rudin, founder and president of The Rudin Group, spoke about the disconnect between clients and firms; the "new" client experience; and why she believes 2018 will be the “Year of the Client," in an interview with Lauren Foster.
The application of artificial intelligence (AI) and other new technologies to regulatory compliance issues has a name: regtech, or regulatory technology. And it will be a key theme in wealth management in 2017, says April J. Rudin.
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