The Great Client Transfer

Heard in 1 episode across 1 show since Aug 2026

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.