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In episode 1 of the In Crowd podcast, Angela Giombetti chats with April Rudin, founder and CEO of The Rudin Group, which provides bespoke marketing services to some of the world’s leading wealth management firms, banks, RIA’s family offices and more since 2008. April is one of the OG disruptors in the industry and helped pioneer marketing for financial services.

With so much emphasis placed on negative headlines, negative developments globally, and the ability to embrace one’s inner negativity, it oftentimes feels like it should pay to be negative. When it comes to investing, however, negativity rarely proves to be a winning formula. The past 24 months have been an excellent test case of condensing an investment lifetime into a tiny window of pessimism. Investors continuously faced reports about bear markets, ever-rising inflation, deficits, the Feder

By Randy Kaufman and Andrea Greenspan Reprinted with permission from Randy Kaufman. Randykaufman.com© with research assistance from Dustin Lowman, Guitar & Pen Are you walking the dog, ‘cause that dog isn’t newAre you out of control, is that dog walking youHaven’t you had enough, now your time is upBaby, show me your hand Voices start to ring in your headTell me, what do they sayDistant echoes from another timeStart to creep in your brainSo you’re playing ‘round, like it’s on rewindYou ble

Content originally published by, and used with permission from, Fiducient Advisors LLC. Most experienced nonprofit board and committee members understand the importance of good governance practices. The Investment Policy Statement (IPS) is one of the most vital governance documents, serving as a guide for both current and future committee members. This document should reflect the specifics of each organization, including its mission, needs, goals, and guidelines for oversight. Every nonprofit s

Content originally published by, and used with permission from, Fiducient Advisors LLC. “The name of the investment game is not to get rich, but rather to not get poor.” – William J. Bernstein[i] The concept of a spending policy is to provide guidance and guardrails when it comes to thoughtfully using and protecting investment resources. It has application among all investor types – both institutional and individuals – though, in practice, a spending policy often takes on more formality and nua

Content adapted from an article originally published by, and used with permission from, Fiducient Advisors LLC. A robust governance framework may be one of the biggest drivers of long-term outcomes for a nonprofit organization. A defined governance process is a simple yet effective approach to ensure that Committees remain actively involved in fulfilling their fiduciary duties. While Committee members can sometimes fixate solely on investment performance, they need to be aware that analyzing sp