report by BlackRock
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Portfolio Construction Insights
The Challenge of Complacency
This piece is approved to use with clients.
Capital markets appear to have stabilized and improved, but complacent investors may overlook ongoing challenges.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.