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.
The wealth management industry needs to see itself as a holistic provider of advice and money management for everyone.
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.
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.
Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals (HNWIs) may be unprepared for the long-term shifts in client attitudes that are on the horizon. To help financial advisers plan for this shift, Enterprising Investor interviewed David Wilson, of Capgemini Financial Services and founder of thewealthconsultant.com, for his personal views on how advisers can appeal to NextGens.