Viewpoint by Russell Investments

Deep Dive | Next-Generation Clients – New ways for advisors to connect & retain their next generation of investors

January 21, 2022 Russell Investments
Viewpoint by Russell Investments
Deep Dive | Next-Generation Clients – New ways for advisors to connect & retain their next generation of investors
Show Notes

Join Sophie Antal-Gilbert, head of portfolio and business consulting at Russell Investments, and Katherine Fleischmann, business solutions consultant at Russell Investments, as they focus on the transfer of wealth that is set to take place over the next 20 years, according to Cerulli Associates, and the potential opportunities this means for your clients, your practice, and your team.


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