Which is a good thing. It seems unlikely investors will want to give up their newfound proximity to the portfolio construction process or settle for only periodic rebalancing of their portfolio to manage risk and enhance return. It’s these two reasons of better advisor “safety” tools and increasing investor knowledge and engagement that allows for a new relationship between advisors and investors.
For today’s investor, riding in the backseat isn’t good enough anymore. Investors today want to ride shotgun, and occasionally steer the car too. So how can we help? Over the coming months, I’ll be sharing investment ideas and insights from our discussions with clients – solutions that make the most of this evolving investor/advisor relationship.
Welcome to the new journey of investing.
Martin Beaulieu, Managing Director, is Co-Head of the BlackRock’s U.S. iShares business and leads the U.S. iShares Wealth Advisory group.
