Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success...

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April Rudin Nick Rice

Wealth Management With a Difference

Your Guide to Achieving Client, Generational, and Business Success

April Rudin, Nick Rice

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Hardback

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English

John Wiley & Sons Inc
16 October 2025

Finance; Investment & securities

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.

In Wealth 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 relevance Action points for wealth management firms and financial advisors Visuals 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 Difference is a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives.

By: April Rudin, Nick Rice
Imprint: John Wiley & Sons Inc
Country of Publication: United States
Dimensions: Height: 231mm, Width: 158mm, Spine: 31mm
Weight: 408g
ISBN: 9781394287703
ISBN 10: 1394287704
Pages: 224
Publication Date: 16 October 2025
Audience: General/trade , Professional and scholarly , ELT Advanced , Undergraduate
Format: Hardback
Publisher's Status: Active

Introduction Opportunity 1: Demographics Opportunity 2: Retirement Opportunity 3: Wealthtech Opportunity 4: Digital Opportunity 5: Alternatives Opportunity 6: Purpose Opportunity 7: International Opportunity 8: Ultra-wealthy Opportunity 9: Talent Conclusion Notes Acknowledgments About the Author Index

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.