The Great Wealth Transfer – With Stephanie Luedke, Head of Neuberger Wealth

The Great Wealth Transfer – With Stephanie Luedke, Head of Neuberger Wealth

What happens when $84 trillion changes hands? In this episode of Boxes and Lines, Ronan and JR talk with Stephanie Luedke, Head of Private Wealth at Neuberger Berman, about the forces reshaping wealth management. Stephanie discusses the massive generational transfer of wealth underway between boomers, Gen X, and millennials, how younger investors are changing expectations around values-based investing, and why trust will always remain at the center of financial advice. She also reflects on her unconventional path from aspiring ballerina to finance, women’s shifting presence in financial services in recent years, and the money advice her dad gave her that’s stuck with her years later.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(100)

The Interns Take Over, Again

The Interns Take Over, Again

Nine interns. Two hosts with varying levels of preparation. Our 2026 intern class joins Ronan and JR to talk about what surprised them about working in finance, how they’re actually using AI, what Gen...

27 Aug 42min

 Can Prediction Markets Become Institutional? - With Rothera's Tom Chippas & Matt Trudeau

Can Prediction Markets Become Institutional? - With Rothera's Tom Chippas & Matt Trudeau

JR and Ronan sit down with Tom Chippas and Matt Trudeau of Rothera, a new federally regulated prediction and event markets exchange. Drawing on decades of experience across exchanges, trading, and mar...

13 Aug 1h 7min

Hamilton, Burr, and 250 Years of American Mythmaking

Hamilton, Burr, and 250 Years of American Mythmaking

Most people know Aaron Burr as the man who killed Alexander Hamilton. But what if that's the least interesting thing about him? In this special Fourth of July B&L re-release celebrating America's 250t...

1 Jul 37min

The Secret Is There Is No Secret - With Ben Carlson

The Secret Is There Is No Secret - With Ben Carlson

Ronan and JR sit down with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management, co-host of the Animal Spirits podcast, and author of the new investing book Risk and R...

21 Mai 32min

From the Navy to the NFL to Wall Street with Phil McConkey

From the Navy to the NFL to Wall Street with Phil McConkey

Ronan's boyhood dreams come true when New York Giant Phil McConkey, who was part of the team's 1986 championship win, stops by Boxes and Lines. Phil entered the financial services world after retiring...

4 Mai 33min

Retail Nation - Boxes and Lines Lite

Retail Nation - Boxes and Lines Lite

“Retail investor” used to mean one thing: long-term and passive. Not anymore. In this episode of Boxes and Lines, Ronan and JR unpack how retail trading has grown into a wide spectrum: from traditiona...

16 Apr 18min

That's Odd!  -- Boxes and Lines Lite

That's Odd! -- Boxes and Lines Lite

What is the “best price” and who actually gets to see it? Ronan and JR are talking odd lots (trades smaller than 100 shares) and why they now make up the majority of transactions. Regulatory changes m...

26 Mar 12min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
tid-er-penger-en-podcast-med-peter-warren
lederpodden
pengesnakk
rss-orjasater
liberal-halvtime
morgenkaffen-med-finansavisen
stormkast-med-valebrokk-stordalen
okonomiamatorene