etf.com

Advisor Insider Podcast

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tu...

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: www.etf.com

Autor

etf.com

Kategoria

Business

Strona podcastu

www.etf.com

Ostatni odcinek

25 lut 2025

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Odcinki

2/25/25 - Does Private Equity Belong in ETFs? 25.02.2025

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

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

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

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

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

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

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

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

12/3/24 - The Case for Always Owning Commodities 03.12.2024
11/19/24 - Is ESG Dead? The Price of Performance, Politics, and Fees 19.11.2024

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

11/5/24 - Advisor Bets It All on Vanguard's VTI 05.11.2024
10/22/24 - It's a 'Golden Time' for Fixed Income: BlackRock 22.10.2024

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

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

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

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

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

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

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

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

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

Vanguard’s Fran Kinniry Talks Concentration Risk

7/16/24 - Where Politics and ETFs Collide 16.07.2024

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

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

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

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

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