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 4th, 2026 [not-audio_url] [/not-audio_url]

Duration: 21:51
Featuring: Christopher Verrone, Partner & Chief Market Strategist at Baird Strategas Stephanie Roth, Chief Economist at Wolfe Research Mark Newman, Managing Director at Bernstein Institutional Services See omnystudio.com…
August Jobs Report [not-audio_url] [/not-audio_url]

Duration: 55:06
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 SweeneyFriday, September 4th, 2026 Featuring: 1) Cla…
Instant Reaction: US Adds 162,000 Jobs, Topping All Estimates [not-audio_url] [/not-audio_url]

Duration: 21:33
US job growth surged in August and the unemployment rate held steady, suggesting the labor market has more momentum than previously thought. Nonfarm payrolls increased 162,000 last month and July’s job losses were revise…
Bloomberg Surveillance TV: September 3rd, 2026 [not-audio_url] [/not-audio_url]

Duration: 19:18
Featuring: Keith Lerner, Chief Investment Officer at Truist Advisory Services Jayati Bharadwaj, Head of FX Strategy at TD Securities Adam Hodge, Managing Director of Bully Pulpit International See omnystudio.com/listener…
Market Risks and Equity Melt Up [not-audio_url] [/not-audio_url]

Duration: 28:39
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 SweeneyThursday, September 3rd, 2026Featuring:1) Mic…
Bloomberg Surveillance TV: September 2nd, 2026 [not-audio_url] [/not-audio_url]

Duration: 22:12
Featuring: Kate Moore, Chief Investment Officer: Wealth at Citigroup Global Markets Torsten Slok, Partner & Chief Economist at Apollo Management Stephen Schork, Principal & Co-Founder of Schork Group See omnystudio.com/l…
Fears Grow of Extended Conflict in Iran; Oil Halts Advance [not-audio_url] [/not-audio_url]

Duration: 29:29
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 2nd, 2026 Featuring: 1) Se…
Bloomberg Surveillance TV: September 1st, 2026 [not-audio_url] [/not-audio_url]

Duration: 21:15
Featuring: Cameron Dawson, Chief Investment Officer at Newedge Wealth Sara Araghi, Senior VP & Portfolio Manager at Franklin Templeton Henrietta Treyz, Co-Founder & Director of Economic Policy Research at Veda Partners S…
Global Bond Selloff Sends Yields to the Highest Level Since 2008 [not-audio_url] [/not-audio_url]

Duration: 41:46
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 1st, 2026 Featuring: 1) Dav…