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.
“Investors should be getting much more conservative,” the DoubleLine CEO says.
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