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 it’s important for young advisers to engage with NextGen investors so they can be situated as the “adviser of choice” once a generational wealth transfer occurs.


What do you think?

Video Channels

Recent Events

Laserfiche Empower 2016

Tuesday, Jan 12, 2016


Tuesday, Nov 10, 2015

Women Adviser Summit

Thursday, Nov 5, 2015