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The Future of Wealth Transfer: Insights from Market Minutes

The largest wealth transfer in history is already underway.

Trillions in retirement assets are moving from one generation to the next, reshaping how U.S. investors think about portfolio allocation.

In our first episode of Market Minutes U.S. for 2026, Chaim Karpel sits down with Seth B. Roteman, VP of Investor Relations, to discuss the shifting investment landscape and the growing interest in alternatives.

Tune in now ↓

#MarketMinutes #WealthManagement #PrivateCredit #RetirementPlanning #AlternativeInvestments

Shared byJules Chen - 14 days ago

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