April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release by Wiley in October 2025. This book dives deep into generational change in the global wealth management industry, offering actionable insights and strategies for financial professionals to seize emerging opportunities.
As younger generations and women accumulate and inherit massive wealth and technological advancements reshape the industry, Wealth Management with a Difference gives firms and advisors information they need to adapt and thrive. It covers client relationships, business strategies, marketing, and technology, with expert commentary from over 80 leaders globally.
Key Highlights:
- Actionable insights for wealth managers and financial advisors
- Visuals to illustrate key trends
- Global perspectives on the future of the industry
For wealth management executives, financial advisors, and anyone who works in or with the industry, from newcomers to seasoned professionals.
Chapter Breakdown:
Introduction
Why this book matters and how it prepares readers for emerging opportunities and trends.
Opportunity 1: Demographics
How to serve younger clients, women, and other groups accumulating more wealth.
Opportunity 2: Retirement
Seizing opportunities in retirement planning and practice transitions.
Opportunity 3: Wealthtech
Leveraging technology to drive client engagement and business efficiency.
Opportunity 4: Digital
Building a strong online presence to connect with clients and prospects.
Opportunity 5: Alternatives
Capitalizing on the rise of private markets and digital assets.
Opportunity 6: Purpose
Helping clients identify and fulfil their preferred purpose for their wealth.
Opportunity 7: International
Navigating international wealth and advising clients across borders.
Opportunity 8: Ultra-Wealthy
Opportunities in servicing ultra-high-net-worth individuals and family offices.
Opportunity 9: Talent
How firms can grow by sourcing and developing the right talent at scale.
Conclusion
How wealth managers can use these insights to take their client relationships to the next level.
About the Authors:
- April Rudin is the Founder and CEO of the Rudin Group, specializing in wealth management marketing. She’s a sought-after expert on modernizing branding in the financial services industry.
- Nick Rice is a Director at Brunswick Group with extensive global experience working with the wealth management industry. He’s a former executive at UBS Global Wealth Management and award-winning FT journalist.
