[PODCAST] What’s Trending in Advanced Markets in 2026 from John Hancock
Recorded January 2026
In this episode, Tracey Ullom, AVP & Counsel, Head of John Hancock’s Advanced Markets, breaks down major themes shaping conversations this year. With shifting economic conditions, evolving legislative changes and changing client demographics, Tracey offers timely guidance for financial professionals looking to stay ahead.
Why you should tune in:
- A new lens on planning: Discover why 2026 is the year to focus on the reasons clients plan — across estate, income tax, and business needs.
- Tax and estate updates: Get an overview of changes stemming from OB3, state-level legislative activity and the ongoing importance of non-tax estate planning.
- Next-generation clients: Understand how the wealth transfer is reshaping client needs and opening the door for new conversations.