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Generational shifts and emerging asset classes: Here are the trends shaping wealth management

Posted by on 14 August 2025
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April Rudin, Founder & President of The Rudin Group, talks us through the key trends that are shaping the the investment industry, including the much-discussed Great Wealth Transfer, the rise of alternative assets, and the impact of AI and tech developments on wealth management.

She also highlights the importance of attracting younger talent to the industry, as financial advisors age out along with the people they are advising before the Great Wealth Transfer begins.

Her new book, 'Wealth Management With a Difference,' set for release by Wiley Finance in this year. Don't miss this insightful conversation about the future of wealth management.

See you next year at IMpower FundForum, 22-24 June 2026 in Monaco.

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