Free Download Wealth Management With a Difference
by April Rudin;Nick Rice;
English | 2025 | ISBN: 1394287704 | 222 pages | True PDF | 7.22 MB
A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change
There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement.
InWealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy.
The authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You'll find:
Comments from over eighty experts around the world across opportunities underscoring their global relevanceAction points for wealth management firms and financial advisorsVisuals and charts illustrating and illuminating the trends discussed
An essential read for wealth managers, financial advisors, private bankers, family offices, and other financial professionals,Wealth Management with a Differenceis a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives.
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