Founder and President of The Rudin Group, April J. Rudin is widely acknowledged as a top marketing strategist for the financial-services and wealth-management sectors. Distinguished by her ability to...

Theodora (Theo) Lau is speaker, writer, and advisor, whose work seeks to spark innovation to improve consumer financial well-being and health. As founder of Unconventional Ventures, she focuses on...

WHAT IS WEALTH MANAGEMENT AND WHY IS THE MARKET CHANGING? Wealth Management incorporates financial planning, investment portfolio management and a number of aggregated financial services. Wealth...