Webinar
Next-Gen investors and the future of financial advice
Hosted by CFA Institute
Apr 16, 2026 Online / Virtual
About This Event
This webinar explores how WealthTech platforms and digital tools are transforming wealth management and client engagement. Professionals will learn how predictive analytics, behavioral insights, and hybrid advisory models are reshaping the industry to meet the expectations of Gen Z and millennial investors who demand personalization, portfolio customization, and digital integrity alongside human expertise.
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