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The wealth management industry is facing unprecedented change due to a shift in core client base, dynamic client expectations, stringent regulations, and emerging technology. In the webinar, “The #NextGen Investor: Preferences, Behaviors, and Technology Adoption”, Ashley Globerman, Analyst within Celent’s Wealth Management group will discuss how the retail investor landscape is evolving and how wealth managers can best position themselves to capture the next wave of clients. This webinar is based on the following recent and upcoming reports:
Finance Meets Fashion: Wearables in Wealth Management
Effectively Serving the Mass Affluent
Beyond Budgeting: The New Generation of Personal Finance Tools
NextGen Investors: Targeting the Millennial Generation
This webinar is free to attend for Celent clients, flex plan clients, and members of the media. Non-clients can register for a fee of $250. If you are unsure of your client status, please contact Andrew Renzella at arenzella@celent.com for more information.
