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

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

Author: Bloomberg August 30, 2026 Duration: 17:57

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.


Each weekday, the sharp, informed voices of Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern translate the complex movements of global markets into clear, actionable insight. This Bloomberg Surveillance podcast distills the essential interviews and analysis from their television broadcast, offering a direct line to the minds shaping finance, economics, and investment strategy. You’ll hear unfiltered conversations with central bankers, CEOs, and policymakers, all focused on the forces driving capital and change. For the best extended dialogues from the radio side, Tom Keene and Paul Sweeney join in, deepening the exploration of critical themes. It’s more than just headlines; it’s about understanding the *why* behind the numbers. Tuning into this daily podcast provides a consistent advantage, whether you’re managing a portfolio or simply need to grasp the economic narratives defining our world. The pace is brisk and the perspective is global, mirroring the markets themselves.
Author: Language: en-us Episodes: 50

Bloomberg Surveillance
Podcast Episodes
Bloomberg Surveillance TV: September 17th, 2026 [not-audio_url] [/not-audio_url]

Duration: 20:21
Featuring: Julian Emanuel, Senior Managing Director & Chief Equity and Quantitative Strategist at Evercore ISI Former NY Fed President Bill Dudley Ed Yardeni, President & Chief Investment Strategist of Yardeni Research S…
The Fed Hikes Rates [not-audio_url] [/not-audio_url]

Duration: 44:08
See omnystudio.com/listener for privacy information.
Instant Reaction: Fed Chair Kevin Warsh on Fed Policy [not-audio_url] [/not-audio_url]

Duration: 34:30
Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz discuss remarks from Fed Chair Kevin Warsh following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance. The Federal Reserve r…
Instant Reaction: The Fed Decides [not-audio_url] [/not-audio_url]

Duration: 30:54
The Federal Reserve raised interest rates by a quarter percentage point and penciled in an additional hike later this year, steps aimed at containing inflation that will test Chairman Kevin Warsh’s relationship with Pres…
Bloomberg Surveillance TV: September 16th, 2026 [not-audio_url] [/not-audio_url]

Duration: 24:26
Featuring: Gina Martin Adams, Managing Director & Chief Market Strategist at HB Wealth Management Stuart Russell, Professor of Electrical Engineering & Computer Sciences at UC Berkeley Jim Zelter, President of Apollo Glo…
The Fed, Rate Hikes, and AI [not-audio_url] [/not-audio_url]

Duration: 30:14
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, September 16th, 2026 Featuring: 1)…
Bloomberg Surveillance TV: September 15th, 2026 [not-audio_url] [/not-audio_url]

Duration: 24:38
Featuring: Ted Mortonson, Managing Director: Tech Strategist at Baird Guneet Dhingra, Managing Director & Head: US Interest Rate Strategy at BNP Paribas Harvey Schwartz, Carlyle CEO See omnystudio.com/listener for privac…
AI Safety and Rising Yields [not-audio_url] [/not-audio_url]

Duration: 43:30
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyTuesday, September 15th, 2026 Featuring: 1) G…
Bloomberg Surveillance TV: September 14th, 2026 [not-audio_url] [/not-audio_url]

Duration: 23:43
Featuring: Lori Calvasina, Managing Director & Head of US Equity Strategy at RBC Capital Markets Jennifer Huddleston, Senior Research Fellow at the Cato Institute US Energy Secretary Christopher Wright See omnystudio.com…
The Shifting AI and Energy Trades [not-audio_url] [/not-audio_url]

Duration: 25:34
The latest in finance, economics and investment. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyMonday, September 14th, 2026 Featuring: 1) Da…