Tom Ruggie sits down with InvestmentNews’ James Burton to explore how AI, industry consolidation, and alternative investments are reshaping wealth management. The conversation also reflects on the InvestmentNews Awards, where Tom was honored as Advisor of the Year – Alternative Investments.
In this episode of Significance of Wealth, Tom Ruggie welcomes James Burton, Vice President of Editorial at Key Media and Global Managing Editor of InvestmentNews, for a wide-ranging conversation on the forces transforming wealth management today.
Together they explore how artificial intelligence is reshaping both journalism and finance, why the traditional 60/40 portfolio is giving way to new approaches, and how the rise of alternative and private market investments is redefining opportunity and risk. The discussion also takes listeners behind the scenes of the InvestmentNews Awards—now one of the industry’s most anticipated events—where Tom was recognized as “Advisor of the Year – Alternative Investments.”
From consolidation in the advisory space to the role of human insight in an AI-driven future, this episode offers a thought-provoking look at how wealth and the narratives that shape it are evolving.
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