SHOOK Research

With more and more businesses taking on debt, HPS Investment Partners' Purnima Puri discussed how advisors can navigate the crowded credit market, with Merrill Lynch’s Raj Sharma.

Another successful, sold out Top Teams Summit! Thank you to all our attendees and partners; together, we help promote best practices and raise professional standards in the industry.

Merrill Lynch’s Mark Thorndyke and Ameriprise Financial Services George Papadoyannis discussed how advisors building out their teams can build successful, growth-oriented teams, with TPG’s Prachi Makkar.

The Great Wealth Transfer is in its early stages; J.P. Morgan’s Jessica Douieb and Christian Cram discussed how advisors should be interacting with the next generation to retain families as clients.

With an average age of 55, many advisors will be retiring in the coming years, leaving large growth opportunities for younger advisors; Alluvial Private Wealth’s Lars Olson and Morgan Stanley’s Katie Hancock discuss how advisors can tackle the acquisition of books from retiring advisors, with Sanctuary Wealth’s Vince Fertitta.

Congratulations to Merrill Lynch’s Connor Price and LPL Financial’s Aaron Puckett on winning this year’s SHOOK® Teams Best Idea Competition! Their ideas will be featured in a Forbes article written by RJ Shook.

With the passage of the GENIUS Act last year, stablecoins – fiat-backed cryptocurrencies – now have a federal regulatory framework, and are becoming more attractive to investors; BNY Investment’s John Tobin and Cynthia Chamberlayne discussed how advisors can adapt to the shifting landscape.

Just as clients should have a financial plan, advisors should have a succession plan; Merrill Lynch’s Dave Niehaus and Ameriprise Financial Services’ Scott Tiras discussed how advisors can ensure a smooth transition for their practice and team, with First Eagle Investments’ Robert Bruno.

As interest rates remain stable, more and more businesses are turning to private credit for lending; PIMCO’s Greg Hall discussed how private credit intends to meet the moment, with Merrill Lynch’s Charles Balducci.

J.P. Morgan Asset Management’s Ashmi Mehrotra discussed how advisors can examine and utilize private equity in the small to mid-cap space with J.P. Morgan Wealth Management’s Liz Weikes.

Blue Owl Capital’s Logan Nicholson and Oak Hills Advisors' Eric Muller gave a deep dive into the current state of private credit with Morgan Stanley’s James Woldert.