Registration for Next Gen Summit is now closed.

A Message from the Summit Chairwoman

By 2030, millennials will hold 5x as much wealth as they do today, including earnings and inheriting approximately $30 trillion in wealth from GenXers and Baby Boomers.  Are you ready to work with these clients?

I was excited when InvestmentNews asked me to chair their first NextGen Summit. Helping develop the next generation of financial advisers has been a passion of mine for the last decade.  Making sure you and your next gen teams have the skills to develop your brand and network, understand how to enhance the client experience using the right technology and gaining negotiation expertise are key to success with Millennials. 

I hope you can join us on February 18th.  

Kate Healy

NextGen Advocate
InvestmentNews 2015 Women to Watch

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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InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.*  Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

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