Post by New York Life

The Eagle Strategies Wealth Summit brought together advisors and industry leaders to exchange ideas, share perspectives, and strengthen how we serve clients. The wealth management landscape is evolving quickly. As client needs become more complex and multigenerational, the role of integrated advice has never been more important. With perspectives from New York Life leaders including Aaron Ball, Sonali Virendra, John M. Boccio, and Frederick Yates, alongside industry voices including Philip Straehl of Morningstar, Chris Todd of Envestnet, Natalie Wolfsen of Orion, Russ Koesterich of BlackRock, Roy Appelman of Goldman Sachs Asset Management, and Ryan Gardner, CFA of Clark Capital Management Group, the conversations reflected both the pace of change and the opportunity ahead. From the $105 trillion* wealth transfer underway to shifting market and policy dynamics, the focus is clear. Advisors need the insights, tools, and strategies to deliver more holistic, forward-looking guidance. This is how we continue to evolve our expertise and help clients navigate what’s next with greater clarity and confidence. *Source: Cerulli Report, The Great Wealth Transfer, 2024