BT & BlackRock - Engaging the next generation of advised clients


Information for advice professionals only.

According to the Productivity Commission's report on wealth transfers, the total value of inheritances passed onto the next generation is projected to increase nearly fourfold between 2020 and 2050^, thus representing a significant opportunity and continued need for financial advice in Australia.

This webinar is designed to cover the three key areas to help you better understand and service the next generation of advised clients:

1. Demographics and Generational Change - How do Gen X and Millennials differ to their parents when it comes to making investment decisions?

2. Practice Management - What are the critical attributes needed to successfully set your business up to service the next generation of advised clients?

3. Portfolio Construction & ESG - What are some of the key portfolio construction considerations advisers should be thinking about?

Join us in our discussions with James Kingston, BlackRock's Head of Product, Practice and Investment Solutions, on engaging the next generation of advised clients.

^Australian Government Productivity Commission - Wealth Transfers and their Economic Effects, Nov 2021

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