“What we're offering is an investment product first and foremost,” said Autobahn Alpha’s Glenn Harwood.
“People aren't effectively using their wealth in retirement,” said David Blanchett of Prudential.
“This is a small relief amid all the doom and gloom,” said Nic Puckrin, macro analyst and founder of Coin Bureau.
These challenges are “changing the economics we see retirement savers face,” said Christopher Ceder of Goldman Sachs Asset Management
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
“This was really a chance for us to take some action and just help the industry as a whole,” said Mike Klein, chief marketing officer at Prudential Wealth Advisors.
Prudential Wealth Advisors has over 3,000 advisors and has grown its assets under management more than 60% since 2023.
The democratization of ETFs cuts both ways
The Great Wealth Transfer should be viewed as a moving target, says Dr. Jim Grubman.
“The true unlock is not just using AI,” said Eve Cout of Vanguard.
