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The Inside Track: Rapid Growth of Financial Advice TheInsideTrack:RapidGrowthofFinancialAdvice

Nov 16, 2021

5 mins 27 seconds

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In the first episode of PGIM Investments’ latest video series, The Inside Track, Stuart Parker, CEO and President of PGIM Investments, interviews Brad Hearn, President, Retail Advice and Solutions at Prudential Financial on the future of financial advice. 

Key Takeaways

  1. The financial advice industry is experiencing rapid growth. More consumers are seeking advice than ever before, and firms are hiring advisors to keep up with this demand. 
  1. Consumers want more customization for their investments and advisors are meeting this demand by deepening their relationships with their clients and delivering on what is most important to them. 
  1. Is fintech a relationship enabler or inhibitor? Brad sees tech as an enabler for the advice industry, helping advisors to scale their businesses and deliver exceptional client experiences. 

 

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The information contained is being provided as general investment education only and does not take into account the investment objectives or financial situation of any existing or prospective investors. The information should not be construed as investment advice or a recommendation with respect to any security or investment strategy. Investors seeking information regarding their particular investment needs should contact their financial professional. 

Investing involves risks. Some investments have more risk than others. The investment return and principal value will fluctuate, and it is possible to lose money. There is no guarantee that an investment’s objectives will be achieved.   

© 2021 Prudential Financial, Inc. and its related entities. PGIM and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide. 

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