How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)
Odd Lots26 Juli

How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content)

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This is a massive opportunity for financial advisors, both new and established. This conversation provides detailed, research-backed information and practical advice for financial advisors who are considering their next move. Produced by Bloomberg Media Studios and Prudential Financial, this roundtable discussion provides clear and honest perspectives on the changes that are coming.


Guests on the show include:
David Blanchett, Head of Retirement Research with Prudential Financial, and Portfolio Manager with PGIM
Brittney Castro, CFP, AAMS, CRPC, Financial Expert and Speaker
Chelsea Ransom-Cooper, Co-Founder and Chief Financial Planning Officer with Zenith Wealth Partners
Maggie Lake, Financial Journalist


Research sources:
Cerulli Associates: U.S. High-Net-Worth and Ultra-High-Net-Worth Markets, 2024
Cerulli Associates: The Cerulli Edge, U.S. Retail Investor, 2023
Alliance for Lifetime Income: Protected Retirement Income and Planning Study, 2024
Prudential Communications: Global Retirement Pulse Survey, 2025


For more about this series visit us at:
https://sponsored.bloomberg.com/media/prudential/the-great-client-transfer

See omnystudio.com/listener for privacy information.

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(1274)

There's a Mind-Boggling Number of Rich People in America

There's a Mind-Boggling Number of Rich People in America

In 2014, the economists Owen Zidar and Eric Zwick were asked by the Treasury to conduct a study on the tax burden of private business owners. It was tricky to figure out how much these sorts of busine...

18 Sep 59min

What Francis Fukuyama Is Seeing at 'The End of History'

What Francis Fukuyama Is Seeing at 'The End of History'

Francis Fukuyama's essay “The End of History?” was published in the summer of 1989, a few months before the fall of the Berlin Wall. The essay's argument — that liberal democracy would not only defeat...

17 Sep 54min

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

OpenAI President Greg Brockman on Doing Business in the Wake of Hugging Face

According to OpenAI President Greg Brockman, the models that escaped their sandbox and hacked into Hugging Face's servers had yet to go through alignment training. That they were able to break free of...

14 Sep 1h 2min

Robert Friedland on the World's Monumental Shortage of Copper

Robert Friedland on the World's Monumental Shortage of Copper

Copper demand is booming, with the metal surging another 15% this year. Copper demand has always been tightly linked to economic activity, but now it's in overdrive, thanks to data centers, electric c...

12 Sep 1h 9min

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Why Bridgewater's CIO Says AI's Human Extinction Risk Is Real

Greg Jensen was one of the earliest backers of both OpenAI and Anthropic, and at Bridgewater Associates, where he is the managing chief investment officer, he leads the hedge fund’s AI strategy. As an...

11 Sep 1h 5min

The Rise of Organized Retail Crime at Big Box Stores

The Rise of Organized Retail Crime at Big Box Stores

If you walk into a local pharmacy in New York City, more likely than not, lots of the merchandise is locked behind closed doors as a measure to mitigate shoplifting. So how big is the “retail shrink” ...

10 Sep 52min

Why Money Launderers Love $100 Bills

Why Money Launderers Love $100 Bills

Hardly anyone nowadays seems to carry much cash, never mind carrying around a bunch of $100 bills. So why does the amount of physical cash in circulation — especially big denominations like the $100 b...

7 Sep 54min

Why Laser Beams Are the Hottest New Tech in Defense

Why Laser Beams Are the Hottest New Tech in Defense

Our guest today is Colonel Sanders. More precisely, we speak with Wayne Sanders, a retired US army colonel who is currently senior defense research analyst for Bloomberg Intelligence. During his milit...

4 Sep 53min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
rss-borsens-finest
24fragor
svd-tech-brief
avanzapodden
badfluence
uppgang-och-fall
lastbilspodden
fill-or-kill
rss-inga-dumma-fragor-om-pengar
rss-kort-lang-analyspodden-fran-di
tabberaset
rss-dagen-med-di
bathina-en-podcast
rikatillsammans-om-privatekonomi-rikedom-i-livet
kapitalet-en-podd-om-ekonomi
affarsvarlden
borsmorgon