
Send us Fan Mail Today, I’m thrilled to welcome two powerhouse leaders in financial services and events: Dan Rubinetti and Shannon Rosic of Informa. If you’ve spent any time in the wealth management industry, you know their names are synonymous with top-tier industry conferences, innovative programming, and—most importantly—community building. Dan Rubinetti, who helped launch Edge just four years ago, has been a driving force in transforming WealthManagement.com’s approach to advisor-centric ...
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EP 102 Building Influence, Strategic Partnerships & the AI Advantage in WealthTech with Rachel Cameron of Nitrogen

Ep 100: The Original Power Move — My Mom’s Story of Reinvention & Strength with Joanne Sutera

EP 101 What Tech Professionals Get Wrong About Equity Compensation & Wealth with Jackie Lewis and Ryan Goldenhar, Wealth With Options

EP 99 Reinventing Wealth with AI, Empathy & Financial Identity with Marla Sofer, Founder & CEO of Knomee
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