Wealth Management With a Difference, 9781394287703
Hardcover
Navigate generational wealth shifts, secure your future, and guide clients’ legacies.
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Wealth Management With a Difference

your guide to achieving client, generational, and business success

$53.59

  • Hardcover

    224 pages

  • Release Date

    16 December 2025

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Summary

Wealth Management with a Difference: A Guide to Generational Success

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 wome…

Book Details

ISBN-13:9781394287703
ISBN-10:1394287704
Author:April Rudin, Nick Rice
Publisher:John Wiley & Sons Inc
Imprint:John Wiley & Sons Inc
Format:Hardcover
Number of Pages:224
Release Date:16 December 2025
Weight:0g
About The Author

April Rudin

APRIL RUDIN is Founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients.

NICK RICE is a Director at Brunswick Group, a leading global advisory firm. He was previously an Executive Director at UBS, the world’s largest global wealth manager, as well as an award-winning journalist covering wealth and asset management at FT.

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