Insights on growing your practice, strengthening client relationships, and building wealth across generations were among the best ideas shared by top advisors at the 2024 Forbes | SHOOK Top Women Advisor Summit.
PGIM Investments partnered with SHOOK Research to sponsor the Best Idea Competition to showcase thought leadership from America's most forward-thinking financial advisors. Participants shared their "best ideas" on stage and competed to be profiled in a Forbes.com article written by R.J. Shook. Explore the competition's featured themes to gain fresh perspective on elevating your financial strategies and growing your business.
PGIM Investments does not endorse or recommend the services provided by the contest participants or their affiliates.
PGIM is the global investment management business of Prudential Financial, the world’s 14th-largest investment manager1 with more than $1.3 trillion in assets under management2. As PGIM’s retail distribution arm, PGIM Investments is deeply focused on delivering our best ideas—including fixed income, direct indexing and alternatives—to help clients achieve their financial goals in today’s rapidly changing markets. We deliver these solutions efficiently through mutual funds, exchange-traded funds, and separately managed accounts to help meet the financial advisor community's varied needs.
Learn more about the diverse strategies that PGIM Investments offers across global markets.
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PURSUING LOSS-HARVESTING OPPORTUNITIES AMID MARKET STRENGTHPGIM Custom Harvest shares views on the ever-evolving tax-loss harvesting landscape & how direct indexing can help investors capture stronger after-tax returns.
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Private Credit: An Attractive Alternative StrategyPrivate credit may be an attractive alternative strategy with strong historical risk-adjusted returns, high income potential and more structural benefits.
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1 Prudential Financial, Inc. is the 14th-largest investment manager (out of 434) in terms of global AUM based on the Pensions & Investments Top Money Managers list published on 6/12/2023. This ranking represents assets managed by Prudential Financial, Inc. as of 12/31/2022.
2 AUM based on PGIM data as of 9/30/23.
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 sponsor and participate in the Forbes | SHOOK Best Idea Competition. SHOOK RESEARCH does not endorse or recommend PGIM Investments or its investment advisory services.
Sandra Adam is a Senior Vice President, Wealth Management Advisor with Merrill Lynch Wealth Management. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
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.
