"We're proud to serve as champions for the fiduciary advice model, now and forever."
Kate Healy, Managing Director, Generation Next
Working hard for advisors, for investors, and for the financial planning profession.
Your goal is to be your clients’ trusted advisor. Ours is to help you achieve that.
We do that by helping to make your voice heard in Washington, D.C. on regulatory issues that could affect your business. We support efforts to attract young investment advisors and bring diversity to the financial planning profession—to better reflect the communities we serve, and forge connections to the next generation of clients.