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FinovateFall
September 8-10, 2025
The Marriott Marquis Times SquareNew York

April Rudin
CEO at The Rudin Group
Speaker

Profile

April Rudin is the CEO/Founder of The Rudin Group - a global wealth management/wealthtech marketing consultancy firm founded in 2008. The Rudin Group provides marketing services to banks, wealth management firms, fintechs, wealthtechs, etc helping them to create greater brand visibility, content creation, PR/media, lead generation, etc. She is a frequent speaker on all things wealthtech and blogs for Forbes on wealth management and is publishing a book on wealth management with Wiley Global in May 2025.

Agenda Sessions

  • Executive Briefing 6: AI & the future of advice: How to navigate the AI-driven future of wealth management 2.25-3.10 (Limited to 30 attendees; operating on a first come, first served basis)

    2:25pm
  • Opening Remarks from The Chair

    10:10am
  • Power Panel: The rise of alternative assets reflects a shift towards diversification; a search for yield & uncorrelated returns, and opportunities that align with personal values. How will technology play a crucial role in transforming how alternative assets are managed within the industry?

    10:45am
  • Opening Remarks from The Chair

    11:35am
  • Power Panel: The Future Of Client Centricity In A Tech-Disrupted Wealth Landscape. The Great Wealth Transfer To Millennials |& Baby Boomers Has Already Started & New Heirs Are Demanding Faster Digitalization Than The Previous Generation. What Should Wealth Managers Be Prioritising Now?

    12:25pm