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
Editor-in-Chief Janet Levaux has covered the financial markets since 1991, with a focus on financial advisors since 2005. After graduating from Yale and the Johns Hopkins School of Advanced International Studies (SAIS), where she studied global economics, Janet worked as a freelance financial and business writer in Japan, and then as a reporter and editor for Investor's Business Daily and the Bay Area News Group in California. She earned an MBA in 2007 and since then has helped lead key ThinkAdvisor projects like its Neal-Award winning reporting on Ken Fisher, Luminaries awards program and Women in Wealth newsletter.
