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RPA Edge – What is RPA Edge?RPA Edge – What is RPA Edge?

RPA Edge is a new, integrated multi-event and media offering for executive influencers and decision-makers in the retirement plan advice community.

Mark Bruno, Managing Director, Wealth Management

February 3, 2022

3 Min Read
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The first RPA Edge Think Tank will take place during the Wealth Management EDGE conference on May 31-June 3, 2022, and will host the industry’s leading aggregators, asset managers, and record-keepers.

For sponsorship information or more about RPA Edge, please contact Mark Bruno.

Informa, the producers of Inside ETFs, RIA Edge, and WealthStack Conferences, will be hosting several VIP RPA Edge Think Tanks in 2022 for decision-makers including RPA Aggregators, Record Keepers, Broker-Dealers and CIOs. The key findings and content will be distributed through its WealthManagement.com media arm – home of the industry’s largest and most engaged digital audience of financial advisors. This exclusive content will be housed on a new RPA Edge section of WealthManagement.com and featured in front of our audience of more than 500K monthly, unique visitors.

The RPA Edge Think Tanks will be designed to achieve several key goals and objectives:

  • Connect: The RPA Think Tanks will connect decision-makers from across the RPA and Wealth Management industry ecosystems in intimate, invitation-only meetings that will re-shape the future of retirement plan advice. Select sponsor companies will have open access to the RPA Edge Think Tanks’ networking and content sessions.

  • Converge: Leveraging Informa’s reach into the financial advice community, our objective is to bring the wealth management and retirement plan advice industries closer together and accelerate the convergence of the two channels – ultimately to improve the delivery of comprehensive wealth management services to retirement plan participants.

  • Community: The content from each RPA Edge Think Tank will be summarized and distributed to the broader wealth management community, allowing RPA Edge Think Tank participants to engage, educate and influence hundreds of thousands of financial advisors.

Why Sponsor RPA Edge Think Tanks

The RPA Edge Think Tanks will allow a limited number of firms to sponsor both the in-person events and surrounding media coverage. Each Think Tank is designed to present sponsors with access to VIP networking and intelligence opportunities and will specifically connect supporting firms with executives from the leading aggregators, broker-dealers, record-keepers, and investment officers. In addition, sponsors will be featured alongside RPA thought leaders as part of WealthManagement.com’s media coverage of the events – firmly positioning sponsors as influencers of innovation within the retirement plan advice and wealth management communities. Advertising and lead generation programs are also aligned with the sponsorship packages, allowing sponsors to act on the awareness, visibility, and thought leadership benefits of participating in the RPA Think Tanks.

Sponsorship Benefits

The RPA Think Tanks will be strategically hosted and embedded within Informa’s premier Wealth Management conferences, providing participants and sponsors with visibility before, during, and after some of the most widely attended and well-known industry events. Each of the RPA Edge Think Tanks will take place during the Wealth Management EDGE or the Wealth Management CEO Institute (surrounding the Wealth Management Industry Awards). By sponsoring an RPA Think Tank, firms and their participants will immediately be aligned and positioned alongside the wealth management industry’s true thought leaders, innovators, and influencers.

For sponsorship information or more about RPA Edge, please contact Mark Bruno.

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.