According to a Cerulli report, there will be approximately $68 trillion of wealth shifting from Baby Boomers to Gen X and Millennial generations over the next 25 years. This will completely reshape the wealth management landscape. You will need the latest strategies and tools to reach these populations and gain an edge over your competition.
Join this complimentary webcast to learn how to start building multi-generational relationships now. You will discover:
- How to make clients’ heirs say “no” to robo-advisors before it’s too late
- What platforms you need to retain HNW heirs as clients
- Which tools of the future (in 3-5 years) you need to budget and train for now
If you have previously registered for this event, please click here, and log-in using the email you registered with to access the on-demand event.
|Kelly Coyne is Vice President of Global Women’s Strategies at Impax Asset Management LLC and Pax Ellevate Management LLC. She leads the Pax Ellevate team, overseeing national sales and marketing initiatives and serving as a product specialist for the Pax Ellevate Global Women’s Leadership Fund.
Since joining Impax in 2014, Kelly has honed and expanded the firm’s practice management resources, which help institutions and financial advisors more effectively engage with and serve women investors as well as the next generation of clients.
Kelly is regarded as a subject matter expert on impact and gender lens investing. She contributes articles to industry publications and is a regular presenter at industry conferences and events nationwide.
|Chris Cordaro is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and planning structure. Chris manages client relationships and provides advice to the Firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He is a regular guest on CNBC, has appeared on Bloomberg Business, Nightly Business Report, and YahooFinance, and is quoted regularly in media, including The New York Times and The Wall Street Journal. In addition to a BS in Economics, an MS in Financial Planning, and an MBA in Finance, he holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst® certificates. Chris serves on the Vanguard Financial Advisor Services™ RIA Client Council. A former adjunct faculty member at Fairleigh Dickinson University and the County College of Morris, he has served as past president of the New Jersey Chapter of the Financial Planning Association and on the Advisory Board of Financial Advisors for T.D. Waterhouse. He is a member of the Neighborhood Nonprofits Group, and also serves as a Member of the Board of Trustees for the New Jersey Metro Chapter of the National Multiple Sclerosis Society.
|Steve Leivent is the Senior Vice President of SS&C Advent’s Advisory business. In this role he is responsible for the business development of Black Diamond, a leading wealth platform and solution set for advisors, as well as SS&C’s Advent Outsourcing Services business which provides cloud delivery of its award-winning portfolio accounting, reporting and order management products. He joined the firm in 2000 and has held various leadership roles during his tenure.
Steve holds a B.S. in Economics from Rowan University.