The Advisory Firm of 2030: Scaling Growth in the Wealth Management Industry
How technology, AI, and evolving advisor expectations are reshaping how companies drive growth
Senior marketing and growth leaders across asset management, wealthtech, and technology providers are navigating a rapidly shifting advisor landscape. As advisory firms evolve to meet future client needs, the way they operate, make decisions, and evaluate partners is changing as well.
This is a curated conversation for marketing leaders looking to better understand what the advisory firm of 2030 will look like, and what those shifts mean for growth, positioning, and go-to-market strategy.
What we'll explore:
• How the advisory firm of 2030 is taking shape across technology, client engagement, and operating models
• What evolving advisor expectations mean for how firms position and scale growth
• How buying behavior and partner evaluation are changing across the advisor market
Featured Speakers
Moderator
Nick Rice, Director, Brunswick Group; Co-author, Wealth Management With a Difference
Advises financial services firms on strategy, positioning, and communications, with a focus on how firms navigate change and growth.
Featuring
April Rudin, Founder & CEO, The Rudin Group; Co-author, Wealth Management With a Difference
Leading voice in wealth management marketing, helping firms drive growth through brand, client experience, and advisor engagement.
Melissa Nims, Chief Solutions Officer, Mercer Advisors
Senior financial services executive with 20+ years of experience scaling wealth management platforms and client solutions. Former Managing Director at Morgan Stanley, with expertise in strategy, operating models, and driving advisor growth.
Stephanie Luedke, CFA, Head of Private Wealth, Neuberger Berman
Leads the firm’s private wealth business, focused on delivering sophisticated investment solutions and strategic advice to high-net-worth clients, with a focus on evolving client needs, generational wealth, and long-term growth.
This discussion will bring forward real-world perspectives on how advisory businesses are evolving and what that means for companies looking to reach, influence, and grow within the advisor market.
Following the discussion, we will continue the conversation over a small, curated networking reception. Copies of Wealth Management With a Difference will be available, with a book signing during the reception.