Event Details
đź“… May 12, 2026
🕡 4:30 PM - 6:30 PM
đź“Ť Financial Planning Studio, 360 Park Avenue South, New York, NY
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Senior marketing and growth leaders across asset management, wealthtech, and technology providers are navigating a rapidly shifting advisor landscape. As advisory firms evolve to meet future client needs, the way they operate, make decisions, and evaluate partners is changing as well.
​This is a curated conversation for marketing leaders looking to better understand what the advisory firm of 2030 will look like, and what those shifts mean for growth, positioning, and go-to-market strategy.
​What we'll explore:
- ​How the advisory firm of 2030 is taking shape across technology, client engagement, and operating models
- What evolving advisor expectations mean for how firms position and scale growth
- How buying behavior and partner evaluation are changing across the advisor market
​Featured Speakers
​Moderator
Nick Rice, Director, Brunswick Group; Co-author, Wealth Management With a Difference
Advises financial services firms on strategy, positioning, and communications, with a focus on how firms navigate change and growth.
​Featuring
April Rudin, Founder & CEO, The Rudin Group; Co-author, Wealth Management With a Difference
Leading voice in wealth management marketing, helping firms drive growth through brand, client experience, and advisor engagement.
​Stephanie Luedke, CFA, Head of Private Wealth, Neuberger Berman
Leads the firm's private wealth business, focused on delivering sophisticated investment solutions and strategic advice to high-net-worth clients, with a focus on evolving client needs, generational wealth, and long-term growth.
​This discussion will bring forward real-world perspectives on how advisory businesses are evolving and what that means for companies looking to reach, influence, and grow within the advisor market.
​Following the discussion, we will continue the conversation over a small, curated networking reception. Copies of Wealth Management With a Difference will be available, with a book signing during the reception.
Reserve Your Seat
Reserve your seat for The Advisory Firm of 2030: Scaling Growth in the Advisor Market
👉 Request to Join
