WealthManagement EDGE

Dec 14 2023 13 ep. 27 mins 2
WealthManagement EDGE Podcast artwork

Step into the captivating world of Inside ETFs 2023, where leaders and innovators including advisors, RIAs, issuers, indexes, market makers, and analysts, converged to explore the future of investment. Whether you attended or are curious to discover the groundbreaking discussions and innovations that unfolded, this podcast series will give you a sneak peek into the action.

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Wealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to Leadership

Dec 14 2023 35 mins  
Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD. In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work �

WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden

Dec 07 2023 36 mins  
Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation

WealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth Management

Nov 09 2023 28 mins  
Turning visions of impact investing into actionable and profitable solutions. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched

WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

Nov 02 2023 31 mins  
Career shifts and mentorships keep Jamie Hopkins facing forward. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what … Read More Read Mo

WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson

Oct 19 2023 28 mins  
From finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for …

WealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha Hunt

Oct 12 2023 24 mins  
In this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape.

WealthManagement EDGE Podcast: Retirement, Annuities, and Regulation Unveiled

Oct 05 2023 29 mins  
Protecting the average retiree in a confusing landscape of investment planning vs. financial planning. In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They

Wealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial Advisor

Sep 14 2023 30 mins  
Reaching career heights and client goals on the road to success. In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her … Read More Read More

Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management

Sep 07 2023 34 mins  
What will be the winning strategies behind growth and success in the future of wealth management? In this episode of the Wealth Management Edge podcast, Mark Bruno, managing director of the wealth management group at Informa talks with Marc Cohen, executive vice president at LPL Financial about the future of wealth management, mergers and acquisitions, … Read More Read More

Wealth Management EDGE Podcast: Dakota’s Rhys Williams: Inside the Mind of Your NextGen Clients

Aug 03 2023 31 mins  
This episode of the “Wealth Management EDGE” podcast hosted by Mark Bruno, Managing Director of the Wealth Management Group at Informa, features an insightful conversation with Rhys Williams, a senior wealth advisor at Dakota Wealth Management. The episode highlights the evolving landscape of financial advice and the changing dynamics of clients’ needs. Mark and Rhys … Read