Level of Complexity: Overview
With over 100,000 independent advisors set to retire over the next decade, the industry must boost efforts to raise its profile among younger generations and develop new sources of talent. Kate Healy of TD Ameritrade Institutional will show how advisers can raise awareness of the profession and cast a wider net for talent. The custodian recently surveyed 2,000 advisers, students, career-changers and university administrators to measure awareness and sentiment toward the profession. Participants will hear key research findings and learn what they can do to educate and recruit Generation Next -- any group that isn’t well represented in the profession.