This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Mark Bruno
Managing Director, Wealth Management at Informa Connect

Profile

Mark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno focuses on the expansion and enhancement of the organization’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives.

In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations.

Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.


Agenda Sessions

  • Chair's opening remarks

    3:50pm
  • Chairman’s Welcome Remarks

    9:00am
  • EDGE Visionary Fireside Chat: Inside the Mind of the NextGen Investor

    9:45am
  • RIA Edge Welcome Remarks

    11:40am
  • EDGE Visionary: RIA Mega Trends

    1:55pm
  • The Insider’s View of RIA M&A: Key Considerations for Buyers and Sellers

    4:05pm
  • Focused on the Future

    5:30pm
  • Chairman’s Welcome Remarks

    9:00am
  • Focused on the Future Think Tank

    10:00am
  • RIA Edge Visionary Fireside Chat- From M&A to RIA: Where an Industry Power Player Sees Future Growth & Opportunity

    11:25am
  • The Marriage of Marketing & Business Development: How Top RIAs Have Generated Scalable, Repeatable Organic Growth

    3:35pm
  • View From the Top: How Top RIA Acquirers Are Identifying and Assigning Value

    4:15pm
  • Closing RIA Edge Visionaries

    4:55pm