If the last two years introduced unforeseen changes at a dizzying pace, 2023 will be spent adjusting to them while also tracking whatever new unanticipated challenges emerge in the investing and wealth management landscape. We’ll discuss what the biggest market trends from 2022 to set the scene and look to unpack trends that are anticipated to be top of mind for client’s portfolios in 2023 – and of course, what advisors should consider in conversations with clients about the year ahead.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.

Sponsored by

Mark Bruno – Moderator
Managing Director, Wealth Management
Informa Connect

Michael Lane
Head of iShares U.S. Wealth Advisory

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