Sponsored By

Navigating the wealthtech trends reshaping financial advice.

The WealthStack Podcast: Joe Duran on the Accelerating Pace of Change in Wealth ManagementThe WealthStack Podcast: Joe Duran on the Accelerating Pace of Change in Wealth Management

In this inaugural episode of the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way that advisors work.

Mark Bruno, Managing Director, Wealth Management

October 14, 2021

 

When the pandemic hit in March 2020, the financial advice industry essentially became virtual overnight. Advisors and the companies that support them embraced technology like never before and now, roughly 18 months later, the business of advice has experienced it’s most significant period of change ever. 

Where does the advice industry go from here? In this inaugural episode of the WealthStack podcast, Wealth Management’s Mark Bruno addresses the big picture with Joe Duran, managing director of Goldman Sachs Personal Financial Management. Joe dives into how modern technology and current worldwide events have changed the way that advisors work, from adapting client meetings to engaging virtually with potential clients and prospects.

Joe Duran

Joe Duran, Head of Personal Financial Management, Goldman Sachs 

Specifically, Joe and Mark dive into:

  • What have been some of the most significant changes in the advisor-client relationship since March 2020? How will that re-shape the future of advice?

  • What technologies, tools and resources allowed some advisors to thrive over the last 18 months?

  • From an industry perspective, how has the landscape of wealth management providers changed the most? 

  • What types of firms, services and experiences will “win” going forward?

Listen to the WealthStack podcast

 

If you’re interested in continuing the WealthStack discussion, don’t miss out on our next big event this coming June, at the Diplomat.  Registration is now open!

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.