Advisor ETF Overview

ETFs are changing the financial advisor industry. As mutual funds continue to lose assets to the far more tax-efficient, liquid, lower-cost and specialized ETFs, financial advisors need to keep up to speed on the latest ETF trends. Our advisor channel provides a single place for you to get up to speed to see how other advisors are using ETFs.

Webinars

Investing, Gambling & Gamification: New Market Dynamics Demand New Portfolio Risk Metrics

The gamification of markets spurred by the wave of retail investors has replaced disciplined investment analysis with speculation and conjecture.

May 20, 2021

Index Investor Corner

Beware Of Sci-Fi Portfolios

Bells and whistles aren’t always music to the ear when it comes to building a portfolio.

Podcasts

ETF Working Lunch: Why Subadvisors Are Rock Stars

Joining us is Amrita Nandakumar, president of Vident Investment Advisory. 

Webinars

Uncover A Hidden Risk Lurking In Your Portfolio

We believe there is a risk within your portfolio that could lead to loss. Unlike firm-specific risk, this idiosyncratic risk may impact stock prices.

April 13, 2021

Podcasts

ETF Working Lunch: When Inflation & Options Meet

Joining us is Nancy Davis, founder and CIO of Quadratic Capital. 

Index Investor Corner

Making Sense Of The Tide At DFA

DFA faces outflows from its funds as it enters the ETF space.

Features and News

Human Behavior & Factor Investing

A look at what factors are more influenced by human behavior.

Podcasts

ETF Working Lunch: Why Advice Matters

Joining us is Rita Cheng, chief executive officer at Blue Ocean Global Wealth.

Bitcoin & Crypto

Bitcoin Unfazed By India’s Proposed Ban

We also take a look at the new drivers of bitcoin demand and fee-free transactions.