WealthManagement EDGE

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WealthManagement EDGE

Step into the captivating world of Inside ETFs 2023, where leaders and innovators including advisors, RIAs, issuers, indexes, market makers, and analysts, converged to explore the future of investment. Whether you attended or are curious to discover the groundbreaking discussions and innovations that unfolded, this podcast series will give you a sneak peek into the action.

  1. 12/14/2023

    Wealth Management EDGE Podcast: Heather Fortner’s Uncharted Journey to Leadership

    Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.    In this episode of the Wealth Management EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Heather Fortner, chief executive officer and chair of the board of SignatureFD, who shares her insights into leadership, mission statements and the delicate balance between work … Read More Read More

    36 min

  2. 12/07/2023

    WealthManagement EDGE Podcast: Unleashing the Power of Generative AI with Cory McCruden

    Ernst & Young’s Cory McCruden shares how generative AI is revolutionizing the financial advisory industry. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Cory McCruden, managing director of wealth and asset management at Ernst & Young, about the transformative potential of generative AI. From content creation to real-time … Read More Read More

    37 min

  3. 11/09/2023

    WealthManagement EDGE Podcast: Toussaint Bailey on Unlocking Profit in Impactful Wealth Management

    Turning visions of impact investing into actionable and profitable solutions.   In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Toussaint Bailey, founder and CEO of Uplifting Capital, on why he chose his career path, moving from lawyer to investment firm executive. From books to conversations, Toussaint researched the … Read More Read More

    29 min

  4. 11/02/2023

    WealthManagement EDGE Podcast: Jamie Hopkins on Transitions, Coaching Success and Lifelong Learning

    Career shifts and mentorships keep Jamie Hopkins facing forward. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston asks Jamie Hopkins about his recent transition from his role at Carson Group, a role he cherished, to SVP and director of private wealth management at Bryn Mawr Trust. They also discuss what … Read More Read More

    31 min

  5. 10/19/2023

    WealthManagement EDGE Podcast: Breaking Conventions for Inclusive Equity with Dana Wilson

    From finance to fintech disruption, CHIP founder Dana Wilson redefines fear and empowers change. In this episode of the WealthManagement EDGE Podcast, Informa Wealth Management’s Nabia Jenkins-Johnston talks with Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper). Dana’s journey from banking to fintech innovation is a remarkable one. With awards for … Read More Read More

    28 min

  6. 10/12/2023

    WealthManagement EDGE Podcast: Casting a Bold and Impactful Vision with Aisha Hunt

    In this next episode of the WealthManagement EDGE Podcast, Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Aisha Hunt, founder of law firm Kelley Hunt & Charles, talk about legal changes in the way we do business, gaining a perspective on diversity and inclusion, and emphasizing the need to create an inclusive, mutually beneficial financial landscape.  … Read More Read More

    25 min

  7. 10/05/2023

    WealthManagement EDGE Podcast: Retirement, Annuities, and Regulation Unveiled

    Protecting the average retiree in a confusing landscape of investment planning vs. financial planning.  In this episode of the WealthManagement EDGE Podcast Nabia Jenkins-Johnston, senior conference producer at WealthManagement.com and Michelle Richter-Gordon, co-founder, Annuity Research and Consulting, explore fiduciary roles and regulatory definitions in the financial world. They unveil the impact of misaligned titles, where financial … Read More Read More

    30 min

  8. 09/14/2023

    Wealth Management EDGE Podcast: Marguerita Cheng’s Journey: Thriving as a Financial Advisor

    Reaching career heights and client goals on the road to success. In this episode of WealthManagement Edge, special guest host Nabia Jenkins-Johnston talks one-on-one with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about her path to success as a financial planner. Marguerita shares her insights on establishing trust, the power of authenticity, and her … Read More Read More

    30 min
See All (13)

    About

    Step into the captivating world of Inside ETFs 2023, where leaders and innovators including advisors, RIAs, issuers, indexes, market makers, and analysts, converged to explore the future of investment. Whether you attended or are curious to discover the groundbreaking discussions and innovations that unfolded, this podcast series will give you a sneak peek into the action.

    Information

    • Creator
      WealthManagement
    • Years Active
      2K
    • Episodes
      13
    • Rating
      Clean
    • Copyright
      Copyright © 2023 WealthManagment EDGE
    • Show Website
      WealthManagement EDGE

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