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 BlackRock
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Michael Lane
