This podcast features Christine Phillpotts interviewing Jaime Magyera, Head of BlackRock's U.S. Wealth Advisory Business and Retirement Business. Magyera discusses her background, career progression within Merrill Lynch and BlackRock, and the evolving landscape of wealth management and retirement planning. The conversation covers key areas such as serving diverse client segments like next-gen investors and women, the rise of direct indexing for tax management, and BlackRock's approach to integrating public and private markets into holistic portfolios. Magyera also shares insights from BlackRock's retirement survey, highlighting trends in savings, confidence levels, and the growing importance of guaranteed income solutions and private market integration in retirement plans. The discussion further explores BlackRock's initiatives in alternatives, including acquisitions and partnerships aimed at democratizing access and simplifying the investment process for advisors and clients.
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