After two years of researching the investment behaviors and attitudes of high-net-worth (HNW) Millennials, OppenheimerFunds has extended its thought leadership with The Generations Project, which captures insight from older and younger Millennials, Gen X, Baby Boomers and the Silent Generation—as well as the advisors who serve HNW clients.
The Generations Project, created in partnership with CoreData Research, builds on OppernheimerFunds’ past studies, both in terms of the number of participants (nearly 2,000 investors and advisors in the U.S. and the U.K.) and their level of investable assets ($500,000 to $25 million). In this session Ned Dane, Head of OppenheimerFunds’ Private Client Group, will share the key findings and its implications for advisors.
Register now for this complimentary webcast at 2:00 p.m. ET on Wednesday, July 18.
Financial professionals can submit questions during this live webcast. This program is pending CE approval.
SVP and Head of OppenheimerFunds' Private Client Group
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