The Rudin Group

https://lnkd.in/ebDDSxZi Taylor Swift has been a sensation that has influenced young girls globally in just about every possible positive way! One important way has been her approach to finances, her team, philanthropy and more. Why? Her father is a Merrill Lynch Financial Advisor! Go Taylor! Read more in my latest for Forbes ##WealthManagement

Looking for a #WealthManagement #uhnw #wealthtech firm that breaks away from rest? Take a look The Rudin Group We're different and proud of it!

Winning an award for our website feels very important and special to me,” says April Rudin, CEO of The Rudin Group. “Obviously, we pour ourselves into client work, but sometimes our company’s marketing efforts must take a back seat. We know our website is the first ‘work sample’ that prospects see, making it all the more important in tone, copy, look, and feel. We wanted to convey ‘smart fun’ and believe we achieved this. It’s gratifying to be recognized by our industry peers for this work.” Thank you to Kevin Windorf Tom Jago and all of the Financial Communications Society judges! We are proud! https://lnkd.in/eq3JM5EX Kara Mulcahy Valentine John Wilkens Dana Stone Alexandra Zendrian

Excited to be joining the First Rate, Inc Board of Advisors at this important time in their growth cycle! Dave Stone Trina Stone Craig Wietz and the entire First Rate, Inc team! #wealthtech #wealthmanagement #hnw #RIA ##familyoffice

📣 PERSONAL NEWS 📣 Since entering the #wealthmanagement industry almost twenty years ago, I’ve been hooked. Bank wealth management, #privatebanking,#RIAs, #brokerdealers and geographical differences in the US, Canada, Europe, Latin America, Asia Pacific, and the Middle East and Africa have made this an amazing industry in which to innovate and have led to its rapid expansion. But what’s an industry leader to do? How can you keep up? Where’s the playbook? We need to create one. So many variables at once: changing demographics among global investors, inter-generational wealth transfer, sustainable investing, the rise of female and diverse clients, the ascent of ultra-high net worth, social/digital media, changing world views of Asia, philanthropy, and all against a backdrop of dynamic and volatile geopolitics. An industry that investors rely on for their very survival and one where business decisions potentially impact the lives of millions! Furthermore, at the heart of wealth management, there is the promise and opportunity to fulfill investor’s dreams, create legacies, and truly make an impact on our world if this transformation is managed correctly. I am thrilled to announce that I will be publishing a book on wealth management and financial advice next year, in partnership with the renowned multinational publishing firm Wiley. The book will cover the industry’s transformation in the twenty-first century and key opportunities that are available to wealth management firms and financial advisors. It will also serve as a readable guide to those who wish to learn more about this fast-growing field. My co-author will be the highly knowledgeable subject matter expert and former Financial Times journalist and UBS executive director, Nick and our Wiley editor will be the esteemed Judith Newlin Nick and I have known each other for over a decade. We first met when I was a source for Nick while at FT. He was our client at UBS. Now, we are in the agency world together. Nick is the perfect complement to my background and also a true friend. It’s such a pleasure to be working with him once again. And that is just part of our “dream team” that’s been assembled. We are also both equally grateful to be collaborating with Judith and others at Wiley (and special thanks to Nicole Casperson for putting us in touch). I will dedicate this book to the "OG" The Rudin Group, my sons Alec L. Rudin and Joshua L. Rudin 乔书华, who have witnessed first-hand how hard work and perseverance can pay off. Thanks to everyone in advance at the The Rudin Group, Wiley, and Nick’s firm Brunswick Group for their help and encouragement. I'm truly grateful to a warm global community of colleagues, clients and friends who have helped me to gain first-hand knowledge and perspectives. I'll be in touch. And if you are a financial advisor or wealth management leader with an amazing story to tell, please get in touch. I'd love to hear it!

Thank you Janet Purdy Levaux ThinkAdvisor for the opportunity to share my thoughts on celebrating our fifteenth business anniversary and what we've learned along the way! #WealthManagement is a personal and relationship business. And so your own firm and personal brand #marketing reflect that. Banish stock photos (lighthouses yachts and compasses etc) in favor of personalized images and messages! Read more ⬇️⬇️⬇️

In this issue of #Investments&Wealth Monitor I do a deep dive into EY Global Wealth Report 2023 to pull out important stats for #uhnw #hnw advisors and turn them into actionable advice to guide #investors

Wishing everyone good health, good fun and good fortune in 2024! And wishing every brand the opportunity to be bold and think differently! #wealthmanagement #assetmanagement #wealthtech #fintech

Don't just "say" happy holidays to others, "do" happy holidays for others! John Wilkens Kara Mulcahy Valentine Dana Stone

ICYMI - The Rudin Group is celebrating its fifteenth anniversary with a rebranded website! Let us know what you think! Www.therudingroup.com