Bloomberg Surveillance

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
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Kenneth Rogoff, Harvard Professor of Economics, and Nela Richardson, ADP Chief Economist & ESG Officer.
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Featuring:
Claudia Sahm, Chief Economist at New Century Advisors
Dr. Patrick Harker, Former Philadelphia Fed President
Eugene Munster, Managing Partner & Co-Founder at Deepwater Asset Management
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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 Sweeney
Friday, August 28th, 2026
Featuring:
1) Richard Clarida, Global Economic Advisor at PIMCO, previews Jackson Hole and discusses Kevin Warsh.
2) Katy Kaminski, Chief Research Strategist at AlphaSimplex, talks about how various markets are pricing in Jackson Hole and Kevin Warsh.
3) Freya Beamish, Chief Economist and Head: Macro Research at TS Lombard, talks about Jackson Hole and the bond market pricing in Bessent and Warsh.
4) Mitch Berlin, EY Americas Vice Chair, Strategy and Transactions, discusses M&A activity and what it says about US economic health.
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Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Stuart Benjamin, Professor at the Duke Center for Innovation Policy
Torsten Slok, Partner & Chief Economist at Apollo Management
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