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Kandungan disediakan oleh BNY Mellon Wealth Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BNY Mellon Wealth Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Navigating Life's Big Events

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Manage episode 405306284 series 3314916
Kandungan disediakan oleh BNY Mellon Wealth Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BNY Mellon Wealth Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

For additional insights on the subjects that matter most to you, visit bnymellonwealth.com.

Follow us on: Twitter | LinkedIn | Instagram

  continue reading

22 episod

Artwork
iconKongsi
 
Manage episode 405306284 series 3314916
Kandungan disediakan oleh BNY Mellon Wealth Management. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BNY Mellon Wealth Management atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

When it comes to navigating major life events, proactive wealth management is essential for individuals and their families. On this episode of Your Active Wealth, BNY Wealth’s Jessica Brennan, director and senior wealth manager, and Lesley Holland, senior director and portfolio manager, share how they guide clients through major life events, such as receiving an inheritance or selling a business, as well as what attracted them to the industry. Part of the discussion also entails how they’re positioning their practices for the great wealth transfer, which by 2030, is expected to see American women control a dominant share of the $30 trillion in investible assets possessed by baby boomers.

For additional insights on the subjects that matter most to you, visit bnymellonwealth.com.

Follow us on: Twitter | LinkedIn | Instagram

  continue reading

22 episod

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