Developing engaging advice propositions for Millennials | Webinar

Millennials to inherit $3.5 trillion over the next 20 years – are you prepared?

This webinar discusses the realities of inter-generational wealth transfer and the emerging Millennial market for advisers. HUB24’s Head of Managed Portfolio’s Brett Mennie discusses with Arrow Financial’s Peter Leggett, RNB Financial’s Trent Bell and Money Mentor’s Adele Martin how they are working with Millennials, what Millennials are looking for and how they build trust with a generation that identifies peers and social media as their source of truth.

Further, why cost-effective solutions which offer extensive investment choice and are tech-based are the essential tools to service this market.