As the head of iShares U.S. Wealth Advisory at BlackRock, Michael Lane says clients and their family members are interested in understanding how to better align their wealth and values. This situation – along with the movement of some $70 trillion in wealth between generations over the next 20 years – means advisors should communicate more deeply with clients, Lane says. Plus with market volatility and higher interest rates, advisors have the opportunity to reposition client portfolios.
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Janet Levaux
Janet Levaux, MA/MBA, is Editor in Chief of ThinkAdvisor & Investment Advisor. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
