Next-Gen Investors: How Wealth Managers Can Win the Next Generation

Join CFA Society Hartford for an engaging interview-style panel discussion featuring Genevieve Hayman, PhD, CFA Institute Enterprising Investor, co-author of Next-Gen Investors: A Guide for Wealth Managers and Financial Advisers. Genevieve will interview a panel of experienced wealth managers and financial advisers about the report's findings and their real-world experiences serving the next generation of investors.

As Millennials and Gen Z accumulate wealth and become an increasingly influential investor segment, their expectations are reshaping the delivery of financial advice. Through this interactive interview-style discussion, the conversation will explore how advisers are adapting to changing client preferences, evolving technology, and new investment demands.

Topics will include:
-Why younger investors prefer a hybrid approach that combines digital tools with trusted human advice.
-The growing demand for personalized portfolios, alternative investments, and values-aligned strategies.
-How technology is changing client communication and engagement.
-The role of AI in supporting advisers and enhancing the client experience.
-Practical strategies wealth managers are using to attract, engage, and retain the next generation of clients.

PANELISTS
Michael Rickett, CFA, CFP, CDFA
Marcus De Vito, MBA, JD, LL.M

PANEL INTERVIEWER
Genevieve Hayman, PhD, CFA

Drawing on both the report's research and the firsthand perspectives of industry practitioners, this conversation will provide valuable insights into the trends shaping the future of wealth management. Whether you're a wealth manager, financial adviser, investment professional, or simply interested in the evolving advisory landscape, you'll leave with practical ideas you can apply to your own practice.

SPONSORS: Gateway Financial Partners & Wooster Square Advisors