The nation’s leading advisors recently gathered at the 2025 Forbes | SHOOK Top Advisor Summit to share expert perspectives on today’s most pressing wealth management topics. In partnership with SHOOK, PGIM 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. 

WEALTH REDEFINED: EVOLVING TODAY'S HIGH-NET-WORTH PORTFOLIOS

Research explores how top-ranked advisors are using direct indexing and alternative solutions to meet the needs of high-net-worth clients.

Learn More

PGIM is the global investment management business of Prudential Financial, Inc. (PFI) — a global leader with more than $1.4 trillion in assets under management (AUM)1 and a company that individuals and businesses have trusted for over 150 years. Our global scale and specialized expertise in both public and private markets allow us to offer a diversified suite of investment solutions across a broad spectrum of asset classes and investment styles.

AN EXPANDING ETF PLATFORM TO MEET GROWING DEMAND

  • Deep Active Expertise
  • Innovative Solutions
  • Low-Cost Access
Learn More

An Industry Leader With A Distinct Direct Indexing Approach

  • Stronger After-Tax Returns
  • Greater Tax-Loss Capture Potential
  • A Simplified Investor Experience
Learn More

A GLOBAL LEADER IN ALTERNATIVES

  • $330+B AUM1
  • Deep Expertise Across Asset Classes
  • Long Track Record With Specialized Focus
Learn More

ABOUT SHOOK® RESEARCH  

SHOOK Research is the world’s leading authority in identifying and elevating the best financial advisors. Each year, SHOOK evaluates over 45,000 nominations and has conducted over 35,000 interviews by phone, Zoom, and in person. The rigorous methodology goes beyond quantitative success, focusing on qualitative impact — how advisors serve clients, lead teams, and raise professional standards. No other research organization or ranking in the world applies this kind of qualitative due diligence. Recognition from SHOOK reflects true excellence in both performance and character. Bolstered by the global prestige of the Forbes brand, SHOOK’s work carries significant influence not only in the United States but worldwide.

ACCESS PGIM INVESTMENT INSIGHTS

1 AUM based on PGIM data as of 9/30/25. 

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, Prudential Financial, or any of its companies or businesses. PGIM has compensated SHOOK RESEARCH to sponsor and participate in the Forbes | SHOOK Top Advisor Summit. SHOOK RESEARCH does not endorse or recommend PGIM or its investment advisory services.

Prudential Investment Management Services LLC is a Prudential Financial company and FINRA member firm. PGIM Investments is a registered investment advisor and investment manager to PGIM registered investment companies. All are Prudential Financial affiliates. PGIM is the principal asset management business of Prudential Financial, Inc. (PFI), and a trading name of PGIM, Inc. and its global subsidiaries and affiliates. 

© 2026 Prudential Financial, Inc. and its related entities. PGIM, PGIM Investments and the PGIM logo are service marks of Prudential Financial, Inc. and its related entities, registered in many jurisdictions worldwide.

4986502