How Financial Advisors Can Grow During the Great Wealth Transfer (Sponsored Content) | Bloomberg...
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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
Tags: Business, Business News, Investing, News, bloomberg, bloomberg daybreak, bloomberg news, bloomberg podcast, day break, news, news podcast, podcast, us daybreak, us news
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