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Odd Lots · July 26, 2026 · 17m

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

Over the next two decades, more than $100 trillion will change hands in the greatest wealth transfer in history. This roundtable, produced by Bloomberg Media Studios and Prudential Financial, brings together retirement research head David Blanchett, financial planner Brittney Castro, and wealth management executive Chelsea Ransom-Cooper to discuss what this means for financial advisors. The conversation covers demographic shifts, the growing demand for protected retirement income, and practical guidance for advisors navigating the transfer of wealth across generations.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Canon

The panel highlighted protected retirement income products as a key solution for retirees seeking security in an uncertain economic environment.

Highlights

The $100 Trillion Wealth Transfer
Over the next two decades, more than $100 trillion will move from older generations to younger heirs, creating an unprecedented opportunity for financial advisors.
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