The Wealth Management of the Future Roundtable

Why NextGen advisers need to form connections with NextGen clients

Nov 20, 2013 @ 12:00 am

Runtime: 3:52

Amy Webber of Cambridge Investment Research on why itís important for young advisers to engage with NextGen investors so they can be situated as the ďadviser of choiceĒ once a generational wealth transfer occurs.


What do you think?

Video Channels

Recent Events

2016 Lipper Fund Awards

Wednesday, Mar 23, 2016

Voya Advisor Insight 2016

Monday, Feb 1, 2016