NextGen or LostGen?

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Presented by

Stuart Podmore, Gillian Hepburn, Matt Ward

About this talk

This 30-minute panel session will focus on an enlightening new report from AKG Financial Analytics in association with Schroders and Fluido. The paper itself has been designed to create debate on NextGen and how advisers need to change their business models if they are to attract the next generation of clients. Stuart Podmore Investment Propositions Director at Schroders will be chairing the webinar, where he will be joined by Gillian Hepburn, Schroders’ Head of UK Intermediary Solutions and Matt Ward, Communications Director from AKG. Together, the panel will discuss: An overview of the report production The research, the respondents, and a discussion around what is meant by NextGen. Understanding consumers Consumer concerns, sentiments, priorities, interest in investing and appetite for responsible investing, plus how they get their information / buy and engage. Adviser behaviour and sentiment The importance of NextGen and factors driving practice development, business models, profiling, and client acquisition strategies. Next steps - what this may mean for your business The challenges and the technology that will enable the transition plus what businesses need to do to understand and reach this audience.

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