Advisor Insider Podcast

2/25/25 - Does Private Equity Belong in ETFs? 25.02.2025 21:43 ↓

Jake Miller of Opto Investments is a fan of private investments but isn’t sure the ETF wrapper is the best way to gain access.

2/11/25 - Is Index Investing Causing a Market Bubble? 11.02.2025 30:41 ↓

Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.

2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management 04.02.2025 19:34 ↓

Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division.

1/28/25 - Rob Arnott Makes a Case for Stocks Cut From Indexes 28.01.2025 29:20 ↓

The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.

1/14/25 - Bob Doll’s 10 Market Predictions for 2025 14.01.2025 17:24 ↓

Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.

12/31/24 - A Guide to Buffer ETFs 31.12.2024 22:40 ↓

Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.

12/17/24 - Vanguard Squares Off With Financial Advisors 17.12.2024 19:56 ↓

Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading.

12/10/24 - The Latest Update on ETF Share Classes 10.12.2024 26:22 ↓

With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.

11/19/24 - Is ESG Dead? The Price of Performance, Politics, and Fees 19.11.2024 22:06 ↓

Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category.

10/22/24 - It's a 'Golden Time' for Fixed Income: BlackRock 22.10.2024 30:21 ↓

Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’

10/8/24 State Street Loses Ground in ETF Race 08.10.2024 25:38 ↓

Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs.

9/30/24 - Bond Math: Guiding Investors Through Fed Rate Cuts 30.09.2024 24:07 ↓

Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.

9/24/24 - JP Morgan Takes a Deep Dive into ETF with New Guide 24.09.2024 10:37 ↓

Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities.

9/10/24 New Leveraged ETFs Tap Into Longer Holding Period Trend 10.09.2024 20:02 ↓

Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors.

8/27 Bond Math: Why Advisors Should Consider Duration 27.08.2024 23:30 ↓

BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut.

8/16/24 - Is Morgan Stanley Wrong to Let Advisors Sell Bitcoin ETFs? 16.08.2024 28:43 ↓

John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny.

8/13/24 - Will Vanguard CEO Salim Ramji Support a Crypto ETF? 13.08.2024 22:39 ↓

We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group.

7/30/24 - Making the Most of Defined Outcome ETFs 30.07.2024 26:20 ↓

Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute.

7/23/24 - Vanguard’s Fran Kinniry Talks Concentration Risk 23.07.2024 22:24 ↓

Vanguard’s Fran Kinniry Talks Concentration Risk

7/16/24 - Where Politics and ETFs Collide 16.07.2024 29:20 ↓

Matthew Tuttle believes in pushing the limits when it comes to ETF strategies.

7/2/24 - Active Management, Low-Cost ETFs Lead 2024 Fund Flows 02.07.2024 27:29 ↓

State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024.

6/18/24 - Callie Cox Debuts as Ritholtz’s Chief Market Strategist 18.06.2024 18:51 ↓

In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors.

6/4/24 - Music History and Practice Management for Advisors 04.06.2024 31:08 ↓

In his new book, Matt Ackermann shows what financial advisors can learn from the music industry.