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NEXT Podcast
A podcast series that focuses on the evolution of financial advice and the future of the wealth management business.

NEXT Podcast: Staffing the Wealth Management Firm of the Future with Dakota’s Carina DiamondNEXT Podcast: Staffing the Wealth Management Firm of the Future with Dakota’s Carina Diamond

Dakota Wealth Management's Carina Diamond discusses what RIA leaders are focusing on today and where the industry is headed.

Mark Bruno, Managing Director, Wealth Management

January 10, 2023

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As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry—and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years.

In this episode of NEXT, Mark Bruno, managing director at Informa Wealth Management, and Carina Diamond, chief growth officer at Dakota Wealth Management, discuss what industry leaders are focusing on today and where the industry is headed.

Mark and Carina discuss:

  • How new and existing clients’ needs will evolve 

  • Where are the most growth opportunities in financial planning

  • What types of skill sets will be most valuable to clients in the future

  • What role will diversity play in bringing new talent and skills into the industry

Connect With Mark Bruno:

Connect With Carina Diamond:

About Our Guest:

Before joining Dakota Wealth Management, Carina Diamond was the founder and CEO of Springside Partners LLC. Her specialty is retirement planning and investment management—helping clients at every stage of life design a financial plan, customize or refresh a portfolio, or address a specific issue or life event.

Listen to more episodes of the NEXT 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.