Are you keeping up, or falling behind investor trends?

Monday, September 8 at 4 p.m. ET

Investors have increasingly high expectations of their advisors. Meanwhile, advisors may be overlooking a Forgotten Generation as potential clients. Join Brad Rutan, Jenine Garrelick and guest Ashley Wood from Broadridge Financial Solutions as they explore shifting investor expectations across generations. They will dive into:  

• Gen X is an untapped market: Have advisors been courting the wrong generations?
• Clients want tax-efficient vehicles with lower costs: It’s time for advisors to close the education gap.
• Advisor services are becoming more diversified and complex. What will the next five years look like? The five years after that? How will your team adapt?