In this episode, host Tom Ruggie sits down with James Burton, Global Managing Editor of InvestmentNews, to discuss Tom’s recognition on the InvestmentNews 2024 Hot List and the impact of this honor on his firm. Tom shares his approach to innovation in wealth management, the evolving landscape of direct investments, and the importance of mentoring the next generation of financial advisors. He also highlights how Destiny Wealth Partners is redefining wealth strategies by integrating alternative assets—such as collectibles—into long-term financial planning. Tune in for an insightful discussion on the future of financial advisory and the strategies shaping the industry’s next chapter.
In this episode of Significance of Wealth, host Tom Ruggie speaks with James Burton of InvestmentNews about his recent recognition on the InvestmentNews 2024 Hot List. Tom shares what this honor represents for his firm and team while providing insights into the evolving landscape of wealth management. The conversation explores how financial professionals can drive innovation, navigate market complexities, and mentor the next generation of advisors.
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