The nation’s leading female advisors recently gathered at the 2025 Forbes | SHOOK Top Women Advisor Summit to share expert perspectives on today’s most pressing wealth management topics. In partnership with SHOOK, PGIM Investments presents the biggest takeaways from this exclusive event with the broader advisor community.

Explore these key themes and timely insights to help guide clients through evolving markets and elevate their investment strategies. 

A ROADMAP FOR RESILIENCE

Access PGIM’s latest insights and ideas on navigating risks and unlocking potential in this challenging environment

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PGIM is the global investment management business of Prudential Financial with more than $1.39 trillion in assets under management.1As PGIM’s retail distribution arm, PGIM Investments offers over 100 investment strategies globally, including fixed income, equities, direct indexing, and alternatives, to help investors meet their long-term financial needs. 

AN EXPANDING ETF PLATFORM TO MEET GROWING DEMAND

  • Deep Active Expertise
  • Innovative Solutions
  • Low-Cost Access
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An Industry Leader With A Distinct Direct Indexing Approach

  • Stronger After-Tax Returns
  • Greater Tax-Loss Capture Potential
  • A Simplified Investor Experience
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A GLOBAL LEADER IN ALTERNATIVES

  • $320+B AUM1
  • Deep Expertise Across Asset Classes
  • Long Track Record With Specialized Focus
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ABOUT SHOOK® RESEARCH  

SHOOK® Research is the world’s only advisor research organization focusing on the quality of financial advisors. The rankings, published in Forbes and other publications, are established after SHOOK conducts extensive due diligence, including telephone, virtual, and in-person interviews. The company hosts a series of top advisor summits nationally where advisors assemble to offer insights and exchange best practices. SHOOK’s mission is to foster an environment that elevates professionalism, raises client confidence and helps investors find trusted advisors. SHOOK Research’s philanthropy has helped raise more than $300 million. SHOOK is independent and receives no compensation from financial advisors, their firms, or companion media in exchange for ranking advisors. 

ACCESS PGIM INVESTMENT INSIGHTS

1 AUM based on PGIM data as of 3/31/25. 

This material is being provided for informational or educational purposes only and does not take into account the investment objectives or financial situation of any client or prospective clients. The information is not intended to be, nor should it be construed as investment, insurance, financial, tax, or legal advice, and is not a recommendation. Clients seeking information regarding their particular investment needs should contact their financial professional. 

SHOOK RESEARCH, LLC is not affiliated with PGIM Investments, Prudential Financial, or any of its companies or businesses. PGIM Investments has compensated SHOOK RESEARCH to develop the Overheard at SHOOK Content Program. SHOOK RESEARCH does not endorse or recommend PGIM Investments or its investment advisory services. 

PGIM Investments LLC is an investment adviser registered with the United States Securities and Exchange Commission. 

© 2025 Prudential Financial, Inc. and its related entities. Prudential Financial, Inc. of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. 

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