The Role of NextGen in Valuing Advisory Practices


Wealth advisors who fail to use a multi-generational strategy are neglecting the needs and expectations of younger clients.

We believe that the key for engaging the next generation of investors is digital solutions. Our new white paper outlines why firms who aren’t paying attention to this trend may be at risk. 

Download your copy to join our discussion on the value of implementing a multi-generational strategy and the consequences firms may have if they fail to do so.