Building a Bridge to the Next Generation

There is an emerging economic case to be made for introducing the next generation of talent—millennials, women, minorities, career changes, veterans, etc—into your RIA business. In fact, firms that hire and invest in NextGen advisors are often some of the most successful firms in the industry. Firms with a NexGen advisor in place saw assets increase annually an average of 20% between 2012-2014, compared with average growth of 11% for firms that did not.* It’s up to the current generation of advisors to educate the next generation about the career option of becoming an RIA—to help create education programs, internships mentorships, training and structured career paths. In this session, you’ll learn how to help cultivate and attract the next generation of talent that will ensure the well being of your firm now and into the future.


*The Rise of the NextGen Adviser, InvestmentNews Research sponsored by TD Ameritrade Institutional