Next Gen of Financial Advisers



NextGen is a focused initiative of InvestmentNews to educate and introduce college students and relevant entry-level job-seekers to the current opportunities and future career paths in the financial advisory industry.

The average age of a financial adviser is 57, and with the wave of baby boomers seeking financial advise, the infustry needs to prepare to foster the next generation of advisers. By doing so, we hope to increase the number of young professionals entering the financial advisory industry in order to:

• Help cultivate the next generation of financial advisers over the long-term.
• Allow RIA and broker-dealer firms to meet their needs for new talent in the short-term, while also promoting and facilitating long-term professional development opportunities in the industry.

To cultivate our audience for the Virtual Career Fair, InvestmentNews hosted two webcasts in 2012 focusing on the needs of Personal Financial Planning students.

February 10, 2012: “Finding the right job in an advisory firm”. A panel of department heads from PFP/CFP programs address students who are seeking internships and full-time jobs in the advice industry.
Result: 579 attendees.

June 7, 2012: “Getting the most from internships”. Experts and CFP department heads will offer suggestions on how to maximize an internship experience and turn opportunities into future full-time jobs in the industry.
Result: 518 attendees.

These two webcasts will set the stage for the Next Gen conversation, and culminate in a one-day virtual career fair on November 9, 2012.

Sponsorship Opportunities:
Platinum Sponsor • $12,000 | Premium Sponsor • $5,000

For more information on the Next Generation of Financial Advisers Virtual Career Fair, contact your regional sales manager or Mary Meagher at 212.210.0115 or mmeagher@investmentnews.com.