Celent Webinar: The #NextGen Investor: Preferences, Behaviors, and Technology Adoption

Celent will help qualify your requirements and introduce you to the vendor
Spotted a missing vendor? Use this form to alert a vendor to the Celent service
Create a vendor selection project & run comparison reports
Register to access this feature
Click to express your interest in this report
Indication of coverage against your requirements
Vendor requires PRO subscription to activate this feature
Requires research subscription, contact Celent for more info
11 June 2015
Virtual event, Virtual Event

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

Social Trading

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.

Click here to register!

Event details

Securities & Investments, Wealth Management