|Event Date||Thu Feb 18 EST (8 months ago)|
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.
Director, Client Advisor, Sullivan Bruyette Speros & Blayney, InvestmentNews 40 Under 40 (2020)
CEO/Chief Possibility Officer, Limitless Adviser
Fintech Reporter, InvestmentNews
Managing Editor, InvestmentNews
Senior Manager, Global Go to Market, Wealth & Asset Management, Salesforce
(former Managing Director, TD Ameritrade), NextGen advocate
Founder, Guiding Wealth, InvestmentNews 40 Under 40 (2021)
CEO & Founder, XY Planning Network
Jane Mosbacher Morris
CEO, TO THE MARKET
Founder, Beyond your Hammock, InvestmentNews 40 Under 40 (2016)
Luis Rosa, CFP
Founder, Build A Better Financial Future LLC
Special Projects Editor, InvestmentNews
Senior Managing Director, Charles Schwab
Founder, Worth Winning, InvestmentNews 40 Under 40 (2017)
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