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 …
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 …
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 …
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 …
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 …
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. …
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 …
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 …
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, …
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 …