Deep Dive | Next-Generation Clients – New ways for advisors to connect & retain their next generation of investors

<p>Join Sophie Antal-Gilbert, head of portfolio and business consulting at Russell Investments, and Katherine Fleischmann, business solutions consultant at Russell Investments, as they focus on the transfer of wealth that is set to take place over the next 20 years, according to Cerulli Associates, and the potential opportunities this means for your clients, your practice, and your team.<br/><br/><br/><b>Disclosures:</b></p><p>Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an &quot;as is&quot; basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p><p>This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.</p><p>Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.</p><p>This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.</p><p>The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.</p><p>Russell Investments is the operating name