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

NEXT Podcast: The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford

Dec 21st, 2022 25m 57s

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, Manag

NEXT Podcast: RFG’s Shannon Spotswood on Why Bear Markets are a Bull Market for Advice

Dec 15th, 2022 25m 31s

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

The Wealth Management Firm of the Future: Digitizing Your Practice From End-to-End

Dec 6th, 2022 25m 19s

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 Per

The Wealth Management Firm of the Future: The Psychology of Managing Family Wealth with Richard Joyner

Nov 3rd, 2022 23m 8s

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 surround

The Wealth Management Firm of the Future: WealthTech to Watch

Oct 13th, 2022 19m 47s

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

The Wealth Management Firm of the Future: Martine Lellis on Human Capital and The Client Experience

Aug 11th, 2022 24m 59s

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

The Wealth Management Firm of the Future: Andrew Altfest on AI’s Role in the Future of Financial Advice

Jul 21st, 2022 34m 32s

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, Mana

The Wealth Management Firm of the Future: Lifeworks’ Ron Bullis

Jul 7th, 2022 32m 30s

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 ser

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