These Are The Most Influential People In Wealth Management, According To One Ranking

For these people, tweeting at work seems to be paying off.

When you think of internet “influencers,” you may think first about fashion bloggers trying to sell you the latest “lip kit” or a tea that promises to make you lose weight. (Or, you know, a YouTuber who recently unceremoniously left USC.)

But wealth managers are using social media to talk about the best investing and financial planning strategies, and some are doing it well enough to stand out among their peers.

The marketing company Onalytica this week released its list of the top 100 influencers in wealth management.

To make the list, the company analyzed more than 7.6 million social-media posts, looking for certain keywords about wealth management. The study took place between Feb. 20, 2018, and Feb. 20, 2019.

Onalytica then ranked the “influencers” by who was leading the most discussions on social media.

April J. Rudin, a global wealth marketing strategist and the founder and CEO of The Rudin Group, came out on top.

She has 20,000 followers on Twitter and has tweeted some 94,000 times.

In an interview with Onalytica, she said wealth management is changing quickly, and her peers need to adapt.

“Old business models and mind-sets need to be discarded for new models and ideas that engage with clients of all ages, but particularly millennial clients.”

Coming in behind Rudin was Theodora Lau, a writer and startup adviser, who founded Unconventional Ventures, a boutique consulting firm.

Lau is active on LinkedIn, writing articles on topics including the gender wage gap, the financial burden of caregiving and artificial intelligence.

Others that ranked high on the list: Urs Bolt, an adviser at bolt.now, a firm based in Switzerland; Oscar Neira, a banking and financial technology consultant for Codd&Date, an information technology and services firm also based in Switzerland; and Spiros Margaris, a venture capitalist who specializes in financial technology.

To be sure, some well-known names in wealth management didn’t make the list.

For example, Josh Brown, the CEO of Ritholtz Wealth management, has more than 1 million followers on Twitter and is a contributor to CNBC, but didn’t make it onto the list.

See MarketWatch’s list of must-follows on Twitter, for a few more ideas of people to follow.

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