Education – Page 2 – WealthManagement EDGE

Wealth Management EDGE Podcast: The 2023 Mid-Year Bond Market Outlook: S&P’s Nicholas Godec

By WealthManagementEDGE | July 13, 2023

Fixed income markets have bounced back in 2023 after one of the most challenging years on record in 2022. Where will markets go from here and how should advisors be thinking about the increasing number of opportunities in fixed income?

Nicholas Godec, head of fixed income tradables at S&P Dow Jones Indices, sits down with Wealth Management Edge’s Mark Bruno to offer a review of the first half of 2023 and a look ahead to the second half of the year. Specifically, Nicholas and Mark discuss:

The most significant challenges and opportunities in fixed income year-to-date — and the biggest opportunities in H2 2023
How the evolution of the ETF industry optimized access to the fixed income markets
A large portion of ETF usage has been driven by institutional investors, so how will financial advisors follow in their footsteps?
In 2022, clearly the 60/40 portfolio offered little protection and we have seen more advisors exploring alternative investments than ever before. What is the role of the 60/40 portfolio in today’s market? More specifically, how should financial advisors be re-thinking the 40%?

Resources:

RIA Edge Podcast

Connect With Mark Bruno:

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About Our Guest:

Nick Godec is Head of Fixed Income Tradables at S&P Dow Jones Indices (S&P DJI). With extensive fixed income and credit market index experience, Nick leads S&P DJI’s global fixed income tradables business, which includes key investable indices in the global bond markets. Key tradable indices Nick covers include the CDX and iTraxx indices and CMBX, as well as tradable use cases of iBoxx indices, such as Standardized iBoxx Total Return Swaps and futures. Nick regularly publishes commentaries and white papers and speaks at webinars and conferences on key developments in the fixed income market.

Previously, Nick was a Product Manager at IHS Markit covering the company’s tradable indices, including OTC and exchange-listed derivatives and the development of indices for exchange-traded funds. Before joining IHS Markit, Nick was an index research analyst at Bank of America Merrill Lynch, which is now a part of the Intercontinental Exchange.

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Wealth Management EDGE Podcast: BlackRock’s Michael Lane: A Bull Market for Advice?

By WealthManagementEDGE | June 22, 2023

While markets have presented more challenges than opportunities over the last 18 months, the role of a financial advisor has never been more important – and both the demand for access and advice has never been greater.

In this first episode of the Wealth Management EDGE Podcast, shot live on location at the largest independent gathering of financial advisors, BlackRock’s Michael Lane sits with Informa’s Mark Bruno to discuss the rapidly accelerating opportunities for financial advisors in today’s market.

Specifically, Mark and Michael discuss:

Why this is a once-in-a-lifetime growth opportunity for advisors – and where the largest pockets of opportunity exist
The largest changes the investment and wealth management needs of today’s investors
How these needs will continue to evolve, and advisors should be thinking about aligning their services and businesses to be more in sync with the true needs of their next generation of clients
How BlackRock is investing in tools, resources or solutions that can help advisors optimize their businesses and capitalize on future growth opportunities

Connect With Mark Bruno:

Connect Michael Lane:

About Our Guest:

Michael Lane is Head of iShares U.S. Wealth Advisory and a member of the US Wealth Advisory and US iShares Executive Committees. Working with financial advisors for nearly three decades, Michael oversees the development of advisor centric solutions, due diligence and implementation of iShares, helping advisors build better portfolios with core, fixed income, factor and model-based ETFs.

Prior to joining iShares at BlackRock in 2018, Michael served as the Global Head of Strategic Retirement Initiatives at Dimensional Fund Advisors, responsible for the strategic development and global distribution of retirement solutions for one of the world’s premier asset managers. During his 14-year tenure at Dimensional, Michael played a range of leadership roles, including CEO of Dimensional SmartNest LLC, providing customized managed account solutions for defined contribution plans. He additionally worked in the office of the chairman as well as leading the development of the retirement, broker-dealer, bank and TAMP businesses. Prior to Dimensional, Michael served as a director of advisor services at TIAA-CREF.

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