July 12, 2022

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.


Quotes

[05:28] - "Whether you're a fintech firm or a wealth management firm, and regardless of your jobs and focus, all of it dials into the why. And that's helping the American investor and the American family succeed and reach their goals." - Derek Bruton

[05:45] - "What I enjoy most in over 30 years is that everything I do and all my goals personally and professionally are designed around that end goal of taking care of the American investors." - Derek Bruton

[11:46] - "I've learned over the years that there are some amazing jobs out there. But an amazing job together with an amazing group to work with and an amazing management team is much better than just an amazing job." - Derek Bruton


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