The Inside ETFs Podcast: Brett Orvieto’s 2023 Investment Outlook

from Inside ETFs · host Informa/Wealth Managment

After the ups and down of 2022, 2023 brings new opportunities for investments that advisors might want to share with clients. In this episode, Mark Bruno, Managing Director at Informa Wealth Management, speaks with Brett Orvieto, Managing Director of Dakota Wealth Management, about where opportunities exist in equity and fixed income markets in 2023. They also dissect how advisors are guiding their clients differently based on their age, financial objectives and risk tolerance. Specifically, Mark and Brett discuss: The outlook for equities, fixed income and key investment sectors How are advisors discussing the current market with clients How to guide younger investors through their first downmarket What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm Resources WealthManagement.com Listen to the latest episodes of The Inside ETFs Podcast Connect With Mark Bruno: WealthManagement.com LinkedIn: WealthManagment.com LinkedIn: Mark Bruno Twitter: Mark Bruno LinkedIn: Informa Connect with Brett Orvieto LinkedIn: Brett Orvieto Dakota Wealth Management

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This episode is 20 minutes long.

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This episode was published on January 25, 2023.

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