Cullen (00:00):

So Dave, IPOs, one of the huge stories of 2026, seems like there's more coming. Can you just give everybody a sense of the scale of the IPO market and how big we think this next wave might be?

Dave (00:11):

For sure. You know, this year's already been incredible. The amount of public capital coming to market for advisors to work with is dwarfing anything we've ever seen in the past.

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Managing IPO Wealth: Strategies for Financial Advisors

An IPO can leave clients with significant wealth tied to one company. In this episode, Cullen Roberts and Dave Donnelly explore how advisors can help clients plan early, assess concentrated stock exposure, clarify goals and coordinate investment, tax and estate planning as clients seek to build long-term wealth.

What you'll hear on Inside the Advisor Practice

Inside the Advisor Practice is a podcast for U.S. financial advisors focused on turning timely insights into practical ideas for client portfolios, wealth plans and advisor practices. Each episode brings together BlackRock investment leaders, industry experts and practitioners to explore what's changing in markets, how those developments can translate into client portfolios, and how advisors are putting these insights to work to add value for clients and strengthen their practices.

EXPERTS

Meet the hosts

Jonathan Diorio
Co-Head of the Americas for Global Product Solutions and Head of Americas Product
Richard Kozlowski
Head of Distribution for BlackRock’s US Wealth Advisory Business
Cullen Roberts
Head of Ultra High-Net-Worth Consulting
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