NextGen Wealth Management 2015

  • 01-02 Oct 2015
  • Princeton Club of New York, New York City, NY, United States

Description

NextGen Wealth Management 2015 covers topics such as:

  • NextGen Focus Group
  • Research Report: Understanding the NextGen Investor’s Mind and Milieu
  • Afternoon Case Study: Using Tech to Connect with NextGen Investors
  • Morning Keynote: Marketing to Millennials—Learning from Those Who Reach Them
  • Beyond the Call of Duty: Expanding the Definition of a Financial Advisor
  • The Shape of Things to Come: Technology, Robo Advisors, and Peer-To-Peer Investing
  • Hiring and Retaining NextGen Advisors
  • Morning Keynote: Marketing to Millennials—Learning from Those Who Reach Them
  • NextGen and Social Impact Investing

NextGen Wealth Management 2015 brings together:

  • Investment Managers
  • Financial Advisors
  • Research Analysts
  • Distribution Platforms
  • Consultants

To help us better serve you, please mention priority code: CLC11

Past Events

Important

Please, check "NextGen Wealth Management" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Finance

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