Uploaded August 2026 | Updated September 2026, 2 weeks ago
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:
sponsored.bloomberg.com/media/prudential/the-great-client-transfer
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Watch Surveillance TV LIVE each mornings: bit.ly/3P7nstQ
Watch Surveillance Radio LIVE weekday mornings: bit.ly/3vTiACF
Subscribe to Bloomberg Podcasts: bit.ly/BloombergPodcasts
Listen to more Bloomberg Surveillance: youtube.com/playlist?list=PLe4PRejZgr0OA0Pnb-62GrhgZ_ziGyxMJ
#Bloomberg #Podcast #Surveillance #News #Markets
Visit us: bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: twitter.com/podcasts
Visit our other YouTube channels:
Bloomberg Television: youtube.com/@markets
Bloomberg Originals: youtube.com/bloomberg
Quicktake: youtube.com/@BloombergQuicktake
For coverage on news, markets and more: bloomberg.com/video
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:
sponsored.bloomberg.com/media/prudential/the-great-client-transfer
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Tom Keene, Paul Sweeney, Lisa Mateo and Michael Barr have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Watch Surveillance TV LIVE each mornings: bit.ly/3P7nstQ
Watch Surveillance Radio LIVE weekday mornings: bit.ly/3vTiACF
Subscribe to Bloomberg Podcasts: bit.ly/BloombergPodcasts
Listen to more Bloomberg Surveillance: youtube.com/playlist?list=PLe4PRejZgr0OA0Pnb-62GrhgZ_ziGyxMJ
#Bloomberg #Podcast #Surveillance #News #Markets
Visit us: bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: twitter.com/podcasts
Visit our other YouTube channels:
Bloomberg Television: youtube.com/@markets
Bloomberg Originals: youtube.com/bloomberg
Quicktake: youtube.com/@BloombergQuicktake
For coverage on news, markets and more: bloomberg.com/video
