After the ups and down of 2022, 2023 brings new alternatives for investments that advisors would possibly wish to share with purchasers.
On this episode, Mark Bruno, managing director at Informa Wealth Administration, speaks with Brett Orvieto, Managing Director of Dakota Wealth Administration, about the place alternatives exist in fairness and stuck revenue markets in 2023. In addition they dissect how advisors are guiding their purchasers otherwise based mostly on their age, monetary targets and threat tolerance.
Particularly, Mark and Brett talk about:
- The outlook for equities, fastened revenue and key funding sectors
- How are advisors discussing the present market with purchasers
- Methods to information youthful buyers by means of their first downmarket
- What position do ETFs play in serving to to consolidate consumer portfolios after a wealth supervisor acquires one other agency
Join With Mark Bruno:
Join with Brett Orvieto