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April Rudin on Muck Rack

April Rudin

  • Founder, The Rudin Group
As seen in: LinkedIn, LinkedIn News, Financial Times, Forbes, HuffPost, Yahoo Finance, Seeking Alpha, Barron's, Thrive Global, American Banker and
Global #wealth #finserv #marketing firm| #Messaging #Content| @forbes| #1 wealth mgmt influencer| Likes: #NextGen #FinTech #WealthTech #Detroit
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Articles

The importance of intergenerational communication for wealth managers

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By April Rudin
| Informa Connect Verified
For decades, wealth management operated much like a monarchy. One advisor. One decision-maker. One relationship that mattered. Win the elders, keep the assets. This operating model won’t work with the next generation. They may have attended the occasional review meeting, but they were rarely treated as meaningful participants in the conversation. Many sat quietly through discussions they neither understood nor wanted to attend.
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Evolving Your Wealth Management Practice for 2026 and Beyond

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By April Rudin
| My CFA® Charter Story
Posted In: Drivers of Value, Economics, Leadership, Management & Communication Skills, Private Wealth Management Something fundamental is happening in wealth management. It is not a trend and it cannot be captured with a few new buzzwords. It reflects a structural shift away from advisory models built primarily around products, performance reporting, and periodic engagement toward advice that is continuous, contextual, and directly connected to how clients actually live their lives.
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Understanding The Next Generation Of Wealth

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By April Rudin, Nick Rice
| Financial Advisor Verified
Editor’s Note: This is an excerpt from Wealth Management With a Difference: Your Guide to Achieving Client, Generational and Business Success. Demographic trends continue to shape wealth across the world. Millionaires and billionaires hold around half of global wealth. Younger as well as older entrepreneurs are creating unprecedented international fortunes in fast-growing industries like technology.
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