Are you positioning your business for the future?
Balancing wealth transfer across generations


Webcast details

Thursday, 25 May
2pm BST | 3pm CEST | 9am EDT

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For professional and qualified investors. Only for use outside of the US or with US financial professionals servicing non-US persons.Marketing Communication.Not for onward distribution.

Cerulli Associates projects that nearly $68.4 trillion in wealth will transfer to heirs and charities over the next 25 years in the United States[i]. Globally, it is estimated that ultra-high new worth investors in Europe, Latin America, and the Middle East will transfer nearly $11 trillion dollars over the next three decades[ii].

Much of this wealth will be transferred to younger generations, however studies have shown that 66% to 87% of existing advisors are fired once assets transfer to the next generation. In fact, 88% of those inheriting assets never considered using their parents’ advisor.[iii]

Many financial advisors assume that millennials are too young to need financial advice or that they do not have sufficient resources to be profitable clients, however the statistics above highlight how important it is for advisors to starting building relationships with the next generation.

While that is the case, advisors need to strike the right balance in helping younger clients who may yet have significant financial capital while also efficiently managing current clients and their practices. In our view, a flexible and actively managed Balanced portfolio can be a great option for keeping wealth with the parents current advisor and can provide a one stop core solution for exposure to both equities and bonds for younger clients.

In this webinar, Ben Rizzuto, Retirement Director and Jeremiah Buckley, co-Portfolio Manager of the Janus Henderson Balanced Fund, will discuss how financial advisors should position their business for this new generation of investors, ways they can engage with families across generations, and why a Balanced portfolio may be best suited for them.

Please note simultaneous translation will be available in following languages: Italian, French, Dutch, German and Spanish.

[i]Cerulli Associates, “U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth,” 2021.

Featured speakers

Jeremiah Buckley

Co-Portfolio Manager of the Janus Henderson Balanced Fund

Jeremiah Buckley is a Portfolio Manager at Janus Henderson Investors responsible for co-managing the US Growth & Income and Balanced strategies. Jeremiah joined Janus in 1998 as a research analyst covering the consumer, industrials, financials, media, software, and telecommunications sectors. He was Janus’ consumer sector lead for 10 years before transitioning to full-time portfolio management.

Jeremiah earned his bachelor of arts degree in economics from Dartmouth College, graduating Phi Beta Kappa. While there, he received the Class of ’39 scholarship for academic and athletic achievement and the Class of ’48 male scholar-athlete of the year award. He was also selected for the 1998 Academic All-Ivy Hockey Team and served as the men’s hockey captain from 1997 to 1998. Jeremiah holds the Chartered Financial Analyst designation and has 25 years of financial industry experience.

Ben Rizzuto

Retirement Director

Ben Rizzuto is a Retirement Director for Janus Henderson Investors. In this role, he works with financial advisors, platform partners, Janus Henderson colleagues and clients to find solutions to today’s increasingly difficult retirement issues. Ben also contributes to the dialogue surrounding these issues as host of the Plan Talk podcast and through periodic posts to the Janus Henderson Blog. Prior to joining Janus in 2014, he worked as a business development consultant for Jackson National Life, where he helped financial advisors grow their fee-based practices.

Ben received his BA degree in political science from the University of Colorado – Boulder and an International MBA with concentrations in finance and Italian from the University of South Carolina, Darla Moore School of Business. He holds FINRA Series 7 and 66 securities licenses and the Certified Financial Planner (CFP®) and Chartered Retirement Plans Specialist (CRPS®) designations. He has 18 years of financial industry experience.