The Complexity of Wealth Management with Derek Bruton

Wealth management, at its core, is about helping families and investors succeed and reach their financial goals. It is about helping people identify their financial goals and objectives and then creating a plan to achieve them. In this episode, Marc talks with Derek Bruton, Senior Managing Director at Gladstone Group. In his role, Derek brings a combination of M&A, RIA, RIA custodian, and Broker/Dealer experience to the institutions and advisors he counsels. Derek talks with Marc about what attracted him to join Gladstone, how the firm serves advisors, and why technology can be a double-edged sword in fintech and wealth management businesses.

Key Takeaways

[01:33] - What people may not know about Derek.

[04:34] - Derek’s career history and experiences in private equity.

[11:34] - What attracted Derek to join the Gladstone Group.

[14:18] - What Gladstone can do for advisors.

[18:51] - What sets Gladstone's conferences apart from others.

[21:20] - Trends in the industry for the next couple of years.

[23:50] - The impact of technology on advisors' ability to manage wealth.

[26:59] - What makes technology a double-edged sword.