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.

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.

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.