NextGen Wealth Management 2015

Key Topics

• 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

Who should Attend

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

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