A new generation of wealth management

Digitally led hybrid advice, differentiated for client experiences, has sharply descended upon us and its pace of adoption has only accelerated during the recent pandemic.  In the context of all this, many advisers are recognizing that this new model taking shape is so completely different from what most firms have been built upon.

In order to survive the next decade, next gen advisers will need to be the ones leading the way to rethink and retool for the future survival of the wealth management industry and for its new breed of client that is coming into its own.
InvestmentNews is proud to be at the center of this area of growth by hosting its first no travel Next Gen Summit, which will gather next generation advisers to learn about emerging trends and new best practices to enhance your next generation advisory practice for a decade ahead.   
Join us on February 18th for this complimentary virtual event!


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