NextGen Wealth Management

NextGen Wealth Management 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 brings together:

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

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

Important

Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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