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.
The fund giant indicated that its decision was based on a desire to maintain the freedom to not restrict its investment options.
This year's failure of the popular 60%-40% investment strategy "has been especially painful for retirees," Shilling said.
A bond ladder can reduce interest rate risk and provide predictable income for your clients.
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