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Navigating the wealthtech trends reshaping financial advice.

The WealthStack Podcast: Lori Hardwick on How Technology Is Revolutionizing Wealth ManagementThe WealthStack Podcast: Lori Hardwick on How Technology Is Revolutionizing Wealth Management

Wealthtech executive Lori Hardwick discusses the developments in fintech that all advisors need to know.

Mark Bruno, Managing Director, Wealth Management

February 3, 2022

 

Innovation and adoption of technology are rapidly redefining the way financial advisors work with clients—and are revolutionizing the wealth management industry. 

One of the most experienced and knowledgeable voices in the wealth management and wealthtech industries—Lori Hardwick, CEO of Red Rock Strategic Partners—stopped by the WealthStack podcast to highlight the developments in fintech that all advisors need to know. 

Ms. Hardwick talks with Mark Bruno, the managing director of Wealth Management at Informa, about her key learnings sitting on the boards for major players in wealthtech, such as Orion, Cetera and Vestwell. In addition, they discuss:

  • How emerging technology is improving every interaction advisors can have with clients;

  • How technology is accelerating change in retirement plans; and

  • How financial planning, risk management and asset management are converging to create a truly holistic and customizable wealth management experience. 

Listen to the WealthStack 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.