Webinar: Serving NextGen Investors: Innovative Technologies and Platforms

North America

Abstract

The wealth management industry continues to evolve as a result of a change in the core client base, advancements in technology, tightening of regulations, and political and market uncertainty. While much ground has been covered to meet the digital needs of millennial clients, wealth managers continue to be behind the curve in their digital offerings.

In this webinar, Ashley Globerman addresses how wealth managers and vendors are responding to the shift in the development and execution of services and products to meet millennials’ distinct expectations.

For more information about this event, please Andrew Renzella at arenzella@celent.com

Sign in to download reports and access personalized information