EDGE Visionary: RIA Mega Trends
22 May 2023

EDGE Visionary: RIA Mega Trends
22 May 2023
About the speakers
- Mark BrunoManaging Director, Wealth Management at Informa ConnectMark Bruno is Managing Director, Wealth Management at Informa Connect. In his role, Mr. Bruno focuses on the expansion and enhancement of the organization’s Wealth Management media and event properties, which currently consists of WealthManagement.com, Inside ETFs and Inside WealthStack. He is also charged with driving several innovative new community and advisor-based initiatives. In addition, Mr. Bruno is overseeing strategic partnerships and acquisitions to accelerate Informa’s growth within the financial advisor and wealth management communities. Mr. Bruno brings over 20 years of experience in the wealth management and asset management industries to Informa, including prominent leadership roles in industry media, research, and consulting organizations. Before joining Informa Connect, Mr. Bruno was a Managing Director at ECHELON Partners, where he provided investment banking, consulting and valuation services to wealth managers. Mr. Bruno specialized in helping RIAs with a range of strategic initiatives, and his areas of expertise include organizational design and assessments, compensation consulting and succession and continuity solutions. Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018. Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal Award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.
- Tom BradleyManaging Director at Schwab Advisor ServicesTom Bradley is Managing Director for Schwab Advisor Services and oversees the division that provides custodial support services for independent Registered Investment Advisors with up to $2 billion in assets custodied at Schwab. He is also a leader in driving the ongoing integration between Schwab Advisor Services and TD Ameritrade Institutional. Prior to joining Schwab, Bradley spent over three decades at TD Ameritrade, much of that time in the service of independent advisors. He served as president of TD Ameritrade’s Institutional business for 12 years prior to becoming president of the firm’s Retail Distribution unit, which is where he spent his last five years at the firm. He is a graduate of the University of Richmond’s Robins School of Business.
Key takeaways