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.
Wealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to Leadership
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 … Read More Read More
7 Dec 2023
WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden
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 to real-time … Read More Read More
9 Nov 2023
WealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth Management
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 the … Read More Read More
2 Nov 2023
WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning
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 More
19 Oct 2023
WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson
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 … Read More Read More
12 Oct 2023
WealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha Hunt
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. … Read More Read More
5 Oct 2023
WealthManagement EDGE Podcast: Retirement, Annuities, and Regulation Unveiled
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 unveil the impact of misaligned titles, where financial … Read More Read More
14 Sept 2023
Wealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial Advisor
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
7 Sept 2023
Wealth Management EDGE Podcast: LPL Financial’s Marc Cohen on Unlocking Growth in Wealth Management
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
3 Aug 2023
Wealth Management EDGE Podcast: Dakota’s Rhys Williams: Inside the Mind of Your NextGen Clients
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 More Read More
13 Jul 2023
Wealth Management EDGE Podcast: The 2023 Mid-Year Bond Market Outlook: S&P’s Nicholas Godec
Fixed income markets have bounced back in 2023 after one of the most challenging years on record in 2022. Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income? Nicholas Godec, head of fixed income tradables at S&P Dow Jones Indices, sits down with … Read More Read More
22 Jun 2023
Wealth Management EDGE Podcast: BlackRock’s Michael Lane: A Bull Market for Advice?
While markets have presented more challenges than opportunities over the last 18 months, the role of a financial advisor has never been more important – and both the demand for access and advice has never been greater. In this first episode of the Wealth Management EDGE Podcast, shot live on location at the largest independent … Read More Read More
21 Jun 2023
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