Buy Wealth Management With a Difference at Bookstore UAE
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Home > Business and Economics > Finance and accounting > Finance and the finance industry > Private wealth management > Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success
Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success

Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success


     0     
5
4
3
2
1



Available


X
About the Book

A unique playbook for success for wealth managers and financial advisors in the face of sweeping generational change  There are hundreds of thousands of financial advisors globally serving clients whose needs are undergoing a revolution. Generational shifts are transforming how these clients approach money, spanning values, technology, investing, and even politics. Younger investors and women are creating wealth, inheriting tens of trillions of dollars from relatives, and accumulating money as they move closer to retirement.  In Wealth Management with a Difference: Your Guide to Achieving Client, Generational, and Business Success, global financial services veterans April Rudin and Nick Rice show how advisors and wealth managers can serve these growing needs and position themselves at the heart of families and their legacies. Each chapter explores a generational opportunity for wealth managers and advisors globally, ranging across financial planning, investing, technology, and management strategy.  The authors summarize each opportunity, how they are likely to evolve, and what they mean for your clients and your business. You’ll find:  Comments from over eighty experts around the world across opportunities underscoring their global relevance  Action points for wealth management firms and financial advisors Visuals and charts illustrating and illuminating the trends discussed An essential read for wealth managers, financial advisors, private bankers, family offices, and other financial professionals, Wealth Management with a Difference is a guide to success for everyone in the industry, ranging from new entrants to the most experienced advisors and executives. 

Table of Contents:
Introduction 1 Opportunity 1 Demographics 5 Opportunity 2 Retirement 21 Opportunity 3 Wealthtech 41 Opportunity 4 Digital 61 Opportunity 5 Alternatives 81 Opportunity 6 Purpose 101 Opportunity 7 International 125 Opportunity 8 Ultra-wealthy 143 Opportunity 9 Talent 165 Conclusion 185 Notes 189 Acknowledgments 195 About the Authors 197 Index 199

About the Author :
APRIL RUDIN is Founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients. NICK RICE is a Director at Brunswick Group, a leading global advisory firm. He was previously an Executive Director at UBS, the world’s largest global wealth manager, as well as an award-winning journalist covering wealth and asset management at FT.


Best Sellers


Product Details
  • ISBN-13: 9781394287703
  • Publisher: John Wiley & Sons Inc
  • Publisher Imprint: John Wiley & Sons Inc
  • Height: 231 mm
  • No of Pages: 224
  • Returnable: Y
  • Spine Width: 31 mm
  • Weight: 408 gr
  • ISBN-10: 1394287704
  • Publisher Date: 16 Oct 2025
  • Binding: Hardback
  • Language: English
  • Returnable: Y
  • Returnable: Y
  • Sub Title: Your Guide to Achieving Client, Generational, and Business Success
  • Width: 158 mm


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success
John Wiley & Sons Inc -
Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Wealth Management With a Difference: Your Guide to Achieving Client, Generational, and Business Success

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    Fresh on the Shelf


    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!