Attracting Next Gen clients will require advisers heed three trends
Tech-driven personalization, enhanced user experiences, and ESG served as key themes during InvestmentNews’ inaugural Next Gen Summit.
Hyper-personalization, the user experience, and socially responsible investing, are topics tossed around a lot in the advisory community lately, and they were key themes discussed at the InvestmentNews’ inaugural Next Gen Summit on Thursday.
Investors expect advisers to provide the same p
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