Episodes

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 NEXT, Mark Bruno, Managing Director at Informa Wealth Management, and Carina Diamond, Chief Growth Officer at Dakota Wealth Management discuss what industry l...

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, Director and Head of Business Consulting at BNY Mellon | Pershing, on best practices to hire young talent as well as training existing employees for future leadership. Mark and Lisa...

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 advisors to connect with new clients in what could be a once-in-a-lifetime market opportunity. Mark and Shannon discuss: What is f...

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, the advisor, and their staff.  Specifically, Mark and Jason discuss: Content development strate...

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, President of Tolleson Wealth Management, about working with clients to build a financial plan for the future based on...

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, Managing Director at BNY Mellon Pershing, to dive into the key findings from a new “NEXT: Wealth Management Firm of the Future” Research report. M...

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 Officer at Mercer Advisors, about creating a defined client experience, attracting and retaining NextGen talent – and how the role of financial adv...

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 Alpha, about how technology is reshaping financial advice and the delivery of wealth management services to clients. Specifically, Mark a...

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 is directly aligned with its advisors — is clearly charting a path as a firm to watch, now, and over the next several years. In this inaugural episode of the...