Attracting next-gen clients requires collaboration, understanding of online platforms
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Heuristic (v1/v3)
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ML v2 (DistilBERT)
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Ensemble
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Rolling outlet bias
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Article Excerpt
WEALTH LEADERSHIP FORUM 2026
Attracting next-gen clients requires collaboration, understanding of online platforms
DEANNE GAGE
GLOBE ADVISOR REPORTER
PUBLISHED 47 MINUTES AGO
Open this photo in gallery:
Amy Dietz-Graham from National Bank Financial Wealth Management speaks at Globe Advisor's Wealth Leadership Forum on June 8, alongside (from right) Kendra Thompson, Jennifer Mukherjee and Rudy Mezzetta.
JENNA MUIRHEAD/THE GLOBE AND MAIL
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Attracting the next generation of clients is no longer as simple as setting up a young adult’s first tax-free savings account.
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How we scored this article
WTF uses a two-tier system: every article gets a heuristic bias score from keyword analysis, and priority articles (high overlap across 3+ outlets or strong heuristic signal) get full LLM analysis from B.I.A.S. and V.E.R.I.F.Y.