Virtual Event

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Feb 18 EST (8 months ago)
Location Virtual Event
Region All

Digitally led hybrid advice, differentiated for client experiences, has sharply descended upon us and its pace of adoption has only accelerated during the recent pandemic. In the context of all this, many advisers are recognizing that this new model taking shape is so completely different from what most firms have been built upon.

In order to survive the next decade, next gen advisers will need to be the ones leading the way to rethink and retool for the future survival of the wealth management industry and for its new breed of client that is coming into its own.

InvestmentNews is proud to be at the center of this area of growth by hosting its first, 2-day, no travel Next Gen Summit, which will gather next generation advisers to learn about emerging trends and new best practices to enhance your next generation advisory practice for a decade ahead.


2021 Speakers

Sarah Baker
Director, Client Advisor, Sullivan Bruyette Speros & Blayney, InvestmentNews 40 Under 40 (2020)

Stephanie Bogan
CEO/Chief Possibility Officer, Limitless Adviser

Nicole Casperson
Fintech Reporter, InvestmentNews

Paul Curcio
Managing Editor, InvestmentNews

Cory Haberkorn
Senior Manager, Global Go to Market, Wealth & Asset Management, Salesforce

Kate Healy
(former Managing Director, TD Ameritrade), NextGen advocate

Hannah Moore
Founder, Guiding Wealth, InvestmentNews 40 Under 40 (2021)

Alan Moore
CEO & Founder, XY Planning Network

Jane Mosbacher Morris

Eric Roberge
Founder, Beyond your Hammock, InvestmentNews 40 Under 40 (2016)

Luis Rosa, CFP
Founder, Build A Better Financial Future LLC

Liz Skinner
Special Projects Editor, InvestmentNews

Kartik Srinivasan
Senior Managing Director, Charles Schwab

Lauryn Williams
Founder, Worth Winning, InvestmentNews 40 Under 40 (2017)

Sponsors & Partners

2021 Sponsor

• Orion Advisor Tech