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After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients.
In this episode, Mark Bruno, managing director at Informa Wealth Management, speaks with Brett Orvieto, managing director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance.
Specifically, Mark and Brett discuss:
- The outlook for equities, fixed income and key investment sectors;
- How are advisors discussing the current market with clients;
- How to guide younger investors through their first down market; and
- What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm.
Resources
Connect With Mark Bruno:
- WealthManagement.com
- LinkedIn: WealthManagment.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect with Brett Orvieto
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