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RIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob MooneyRIA Edge Podcast: The Evolution of Independence with Snowden Lane’s Rob Mooney

Snowden Lane’s Rob Mooney discusses the major changes in the wealth management landscape including the navigation of M&A and various client acquisition strategies.

Mark Bruno, Managing Director, Wealth Management

November 12, 2021

 

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As the independent and RIA channels have grown and become more influential, the challenges and opportunities aligned with running your own businesses have grown significantly in recent years. 

To better understand and assess the options that are now available to advisors who are looking to build their own businesses -- or accelerate the growth of their existing business -- Informa’s Mark Bruno and Snowden Lane’s Rob Mooney discussed major changes in the wealth management landscape. 

Specifically, in this episode of RIA Edge, Mark and Rob explore:

 Mark and Rob discuss:

  • The primary drives of Snowden Lane’s growth over the last ten years

  • How to successfully navigate mergers and acquisitions, marketing, business development, and client acquisition strategies

  • The emergence of new RIAs and mega-RIAs within the wealth management industry

Listen to the RIA Edge Podcast

 

 

About the Author

Mark Bruno

Managing Director, Wealth Management, Informa Connect

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno leads the company’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives, including the launch of the new RIA Edge podcast, event and webcast series.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.