Practical analysis for investment professionals

April J. Rudin

Follow @TheRudinGroup on Twitter

14 Posts

Biography

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.

Author's Posts
2022 US Wealth Management Outlook: All Aboard the Crypto Train?

Almost three quarters of HNWIs worldwide have expressed confidence in crypto.

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

2020 US Wealth Management Outlook: Personalized Financial Advice

The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.

Return on Inertia (ROI): The Price of Standing Still

Wealth managers should give as much weight to return on inertia as they do return on investment, says April J. Rudin.

Five Ways to Jumpstart Your LinkedIn Profile

How do you make your LinkedIn profile attractive and compelling? You can start with these easy first steps.

2019 US Wealth Management Outlook: The Old Guard and Fintech Cozy Up

The room for partnerships in 2019 extends throughout the wealth-management pipeline, says April J. Rudin.

Don’t Underestimate South Africa’s Wealth Market

"People should not underestimate the South African market or write it off due to recent disappointments," Marilize Lansdell tells April J. Rudin.

2018 Outlook for US Wealth Management: “The Year of the Client”

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 Regtech Revolution: Compliance and Wealth Management in 2017

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.

Wealth Management: Bringing in More Women

Cheryl Nash, president of Investment Services for Fiserv, is working to correct the gender imbalance in finance. She recently spoke to April J. Rudin about the initiatives she's involved with and what her own experience has taught her about the value women can bring to the industry.



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