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