As part of Think Advisor's 2025 Luminaries Class, Park Avenue Securities President Marianne Caswell was named the winner in the CEO of the Year category for her work leading her team in advancing clients' financial wellness and building their financial confidence.

Looking ahead, Caswell offers fresh insights into how the financial advisory industry is expected to evolve over the next 12 months. In this podcast, Think Advisor contributor Bobbie Turner and Caswell discuss:

  • The challenges and opportunities advisors and their clients could face in the year ahead—and how firms such as Park Avenue Securities can help address them.
  • How longevity and longer lifespans are impacting retirement and reshaping the planning process.
  • The value of knowledge-sharing opportunities in supporting advisors in 2026 and beyond.

To hear the full interview and learn more about the 2025 Luminaries Class, explore ThinkAdvisor's additional coverage.

NOT FOR REPRINT

© Arc, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to TMSalesOperations@arc-network.com. For more information visit Asset & Logo Licensing.