Oppenheimer Kicks Off its Third Annual Next-Gen Peer-to-Peer Forum

Core Insights - Oppenheimer & Co. Inc. is hosting its third annual Next-Gen Peer-to-Peer Forum in New York City, gathering nearly 60 financial advisors from 25 Private Client Division offices across 16 states to enhance their skills and resources [1][2] Group 1: Event Overview - The Next-Gen Peer-to-Peer Forum aims to foster collaboration among young financial advisors, allowing them to share best practices and engage with mentors [2][3] - The event will cover various topics including multi-generational practice management, advanced planning concepts, and client acquisition strategies [3] Group 2: Company Commitment - Oppenheimer manages approximately $6.5 billion in assets through the forum participants, highlighting the experience and potential of this group [3] - The company has invested in training over three generations of financial advisors and continues to support junior development programs [3]