Wealth Management With A Difference Book Cover

A Guide to Achieving Success in the Wealth Management Industry

Published by Wiley October 27, 2025.

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About the book

April Rudin, CEO of the Rudin Group, and Nick Rice, Director at Brunswick Group, have co-authored Wealth Management with a Difference, set for global release by Wiley in October 2025. This book dives deep into generational change in the global wealth management industry, offering actionable insights and strategies for financial professionals to seize emerging opportunities.

As younger generations and women accumulate and inherit massive wealth and technological advancements reshape the industry, Wealth Management with a Difference gives firms and advisors information they need to adapt and thrive. It covers client relationships, business strategies, marketing, and technology, with expert commentary from over 80 leaders globally.


U.S. Wealth by Generation Book Cover

Chapter Breakdown

Introduction Why this book matters and how it prepares professionals for emerging opportunities and trends in the wealth management industry.
Opportunity 1: Demographics How to serve younger clients, women, and other groups accumulating more wealth.
Opportunity 2: Retirement Seizing opportunities in retirement planning and practice transitions.
Opportunity 3: Wealthtech Leveraging technology to drive client engagement and business efficiency.
Opportunity 4: Digital Building a strong online presence to connect with clients and prospects.
Opportunity 5: Alternatives Capitalizing on the rise of private markets and digital assets.
Opportunity 6: Purpose Helping clients identify and fulfil their preferred purpose for their wealth.
Opportunity 7: International Navigating international wealth and advising clients across borders.
Opportunity 8: Ultra-Wealthy Opportunities in servicing ultra-high-net-worth individuals and family offices.
Opportunity 9: Talent How wealth management firms can grow by sourcing and developing the right talent at scale.
Conclusion How wealth managers can use these insights to take their client relationships to the next level.

About the authors

April Rudin
CEO @ The Rudin Group

April J. Rudin is the founder and CEO of The Rudin Group and a globally recognized thought leader in wealth management marketing and branding. With a sharp focus on wealth management, asset management, ultra-high-net-worth individuals, family offices, and wealthtech firms, April has built an international reputation for creating innovative, data-driven marketing strategies that resonate with the next generation of investors and clients.

Through The Rudin Group, she has led campaigns for top-tier financial institutions and fintech firms across North America, Europe, Asia, and the Middle East. Known for her insights at the intersection of technology and wealth, April is a sought-after speaker at industry events including Money20/20, FundForum, Barron's, and more. Her firm's work has helped shape how leading organizations position themselves in a rapidly evolving wealth landscape.

A frequent contributor to major media outlets such as Forbes, FT Wealth, Barrons, and other leading industry publications, April is also a trusted advisor to fintech startups and legacy institutions alike. Her perspective uniquely bridges the gap between tradition and transformation in the financial services industry.

Wealth Management with a Difference reflects April's decades of experience and her commitment to reshaping the future of wealth through strategic storytelling, digital innovation, and a deep understanding of global audiences.


Nick Rice
Director at Brunswick Group

Nick Rice has served the wealth management industry as a writer and executive for almost two decades. Wealth Management with a Difference represents his perspective on the industry's transformation, drawn from his experience working with leading professionals and firms across more than 30 countries globally.

Nick is currently a Director at Brunswick Group, a global advisory firm that helps the world's leading organizations forge and strengthen relationships with their most critical stakeholders, including customers, employees, investors, policymakers, media, and digital audiences. As a member of Brunswick's Financial Institutions Group, Nick's clients have included wealth managers and providers to the industry, such as financial and professional services firms. He has also co-managed Brunswick's relationship with the World Economic Forum.

Prior to joining Brunswick, Nick was an Executive Director, Strategist, and Global Head of Communications for the Chief Investment Office and Sustainable Finance groups at UBS, the world's largest global wealth manager. He also helped oversee the firm's communications on geopolitics and for Davos. Before UBS, Nick was an award-winning editor and journalist at the Financial Times, overseeing wealth and asset management publications in London and New York. He has an MS in Journalism from Columbia University and a BA in Russian from Oxford University.

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  • "The purpose behind Wealth Management with a Difference is clear: To help financial advisors navigate the complexities of modern client needs. At a time when clients are seeking to build meaningful relationships with advisors as well as fulfill their financial goals, this book serves as a compass for advisors who want to make a difference."
    Mark Haefele, Chief Investment Officer, UBS Global Wealth Management
  • "A bold and forward-thinking exploration of the global wealth management industry, this book challenges traditional practices and charts a course toward client-centric success."
    Kim Sharan, Member of the Board of Trustees at TIAA
  • "Wealth Management with a Difference offers a refreshing and necessary perspective on how wealth management must evolve if it is to cater to a new generation of clients and professionals."
    Doris Meister, former Chair and CEO of Wilmington Trust
  • "The standard divide between wealth preservation and generation no longer holds. A volatile macro landscape requires active money management that takes into account new geographies, industries and asset classes to achieve growth. For private wealth, this is both a duty and an opportunity. April and Nick's book looks at how wealth managers can expand their horizons and achieve success for their clients and their businesses in this new era."
    Parag Khanna, Founder and CEO of AlphaGeo and International Best-Selling Author

Media & Speaking Engagements

For inquiries about media and speaking engagements relating to the book, please use the contact form below.