Locking in business opportunities as wealth management evolves

Wealth management is "smack dab" in the middle of a cascade of change that requires businesses to evolve and adapt to harness current opportunities, say authors Nick Rice and April Rudin. The pair have written Wealth Management with a Difference, billed as a guide to achieving client, generational and business success. The authors describe it as a playbook and a guide to identifying opportunities and actioning them, and they say it applies to any business owner or executive in the financial services space. Rudin says: "We are smack dab in the middle of a lot of changes in the globa...