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

Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.

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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 down market; and
  • What role do ETFs play in helping to consolidate client portfolios after a wealth manager acquires another firm.

Resources

Connect With Mark Bruno:

Connect with Brett Orvieto

Listen to the Inside ETFs Podcast

 

THE FUTURE OF ETFs IS HERE. Gain insights around the innovations and opportunities for the ETF and asset management industry at Inside ETFs.

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