As attitudes toward investing shift from generation to generation, younger investors are more interested in alternative investment opportunities. Young investors are three times* more likely to invest in alternatives than older generations. This webinar explores how to prepare your firm to better handle the generational wealth transfer and the investment preferences of a new breed of younger and more aggressive investors.
Listen to Brian Stype, Kaplan’s segment sales director for Advanced Designations, host an informative conversation with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP. Aaron oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments.
*Source: Bank of America 2022 Study of Wealthy Americans, www.privatebank.bankofamerica..., accessed February 2024.