Webinar Replay: The #NextGen Investor: Preferences, Behaviors, and Technology Adoption
2015/06/23
How can wealth managers capture the next wave of clients in light of a shift in the core client base, dynamic client expectations, stringent regulations, and emerging technology? Celent clients can catch the replay to the latest Celent WM webinar here: http://celent.com/node/33745 This webinar is based on the following reports: Finance Meets Fashion: Wearables in Wealth ManagementEffectively Serving the Mass AffluentBeyond Budgeting: The New Generation of Personal Finance ToolsNextGen Investors: Targeting the Millennial GenerationSocial Trading