WebinarAn inside look at the emerging wealth client profile
July 15, 2026 | 1:00 PM ET Watch now
About the webinar
Emerging wealth clients will inevitably become the most valuable relationships in the next 15 to 20 years, but many firms still lack a clear strategy on how to serve these investors.
In this webinar, Betterment’s Research Team will share behavioral insights within the emerging wealth client profile, drawing from trends observed across millions of retail interactions and our work with enterprise RIAs.
What's on the agenda
- Why emerging wealth is becoming a defining growth opportunity for modern RIAs
- What emerging wealth investors value across advice, communication, and the client experience
- The operational strategies, such as client segmentation, that enterprise RIAs are building to support these investors at scale
Meet the featured speakers
Alison Considine
Strategy & Business Operations Director
Dan Egan
VP, Behavioral Finance & Investing
Brian Pollack
Director, Strategic Intiatives