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April Rudin

April Rudin

Freelance Contributing Writer at Forbes

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Email address
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Influence score
62
Location
United States
Languages
  • English
Covering topics
  • Finance & Banking Services

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Recent Articles

forbes.com

Will NextGen Investors Choose Big Brands Over RIAs? Let The Games Begin! - Forbes

As the great wealth transfer rolls out, the question of brand loyalty, trust and size will matter to nextgen investors, How will it play out? Here’s my take...
forbes.com

Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ ...

While much has changed since the Supreme Court ruled in favor of same-sex marriage in 2015, the landmark ruling didn’t solve everything, and there remain distinct fina...
forbes.com

Get Over The Rainbow - How Wealth Managers Can Better Serve LGBTQ+ ...

While much has changed since the Supreme Court ruled in favor of same-sex marriage in 2015, the landmark ruling didn’t solve everything, and there remain distinct fina...
forbes.com

Swipe Right for Social Change - Wealth Managers Can Support Millenn...

It may be time to reconsider the millennial jokes.
forbes.com

One Size Does Not Fit All - Talking To Women About Wealth Managemen...

Women have known for years – one size does not fit all Heck, one size doesn’t even fit most. Wealth management industry needs a new approach to serving and recruiting women!
forbes.com

Navigating The Dataverse: Data-Driven Marketing In Wealth Managemen...

The financial services industry is not known for its nimbleness. Yes, that’s changing with ever=evolving fintech, including digitalization and ai. But even in 2024,
forbes.com

Regulators Are Cracking Down On Ad Rule Violations. Does Your Wealt...

The Securities and Exchange Commission is taking a closer look at how RIAs are using testimonials and hypothetical performance in advertising.