As the wealth management industry continues its rapid growth, the needs and demands of clients are also changing significantly. New roles, skill sets and technologies will re-shape the industry -- and the wealth management firms that are at the forefront will be the most successful firms over the next three-to-five years.
 
In this episode of NEXT, Mark Bruno, Managing Director at Informa Wealth Management, and Carina Diamond, Chief Growth Officer at Dakota Wealth Management discuss what industry leaders are focusing on today and where the industry is headed.

Mark and Carina discuss:
 
How new and existing clients' needs will evolve 
Where are the most growth opportunities in financial planning
What types of skill sets will be most valuable to clients in the future
What role will diversity play in bringing new talent and skills into the industry
 
Connect With Mark Bruno:
 
https://www.wealthmanagement.com/ 
WealthManagment.com LinkedIn: https://bit.ly/WealthManagementLI 
LinkedIn: Mark Bruno: https://www.linkedin.com/in/mark-bruno-046b735/ 
Twitter: Mark Bruno: https://twitter.com/brunz99 
LinkedIn: Informa: https://www.linkedin.com/company/informa/ 
 
Connect With GUEST:
 
LinkedIn: Carina Diamond: https://www.linkedin.com/in/carinadiamond/ 
Dakota Wealth Management: https://www.dakotawm.com/ 
 
About Our Guest:
 
Before joining Dakota Wealth Management, Carina Diamond was the founder and CEO of Springside Partners LLC. Her specialty is retirement planning and investment management – helping clients at every stage of life design a financial plan, customize or refresh a portfolio, or address a specific issue or life event.

NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

NEXT Podcast: Staffing the Wealth Management Firm of the Future: Dakota’s Carina Diamond

WealthManagement.com

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