https://www.etf.com/authors/advisor-insider-podcast en © 2025 etf.com 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. Tune in bi-weekly for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.  https://megaphone.imgix.net/podcasts/fe2675e4-e546-11ee-9bc1-9f22adeb056a/image/5ca9df97200f760fea2002409f6423d5.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress https://www.etf.com/authors/advisor-insider-podcast episodic From the writers at etf.com etf.com 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. Tune in bi-weekly for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.  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. Tune in bi-weekly for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. 

]]> etf.com podcast@etf.com 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. Tue, 25 Feb 2025 05:00:00 -0000 Does Private Equity Belong in ETFs? full etf.com 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. 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. 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.

]]> 1303 Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets. Tue, 11 Feb 2025 05:00:00 -0000 Is Index Investing Causing a Market Bubble? full etf.com Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets. Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.

]]> 1841 Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division. Tue, 04 Feb 2025 05:00:00 -0000 Vanguard Strategizes Fixed Income, Wealth Management full etf.com Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division. Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division.

]]> 1174 The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes. Tue, 28 Jan 2025 05:00:00 -0000 Rob Arnott Makes a Case for Stocks Cut From Indexes full etf.com The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes. The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.

]]> 1760 Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding. Tue, 14 Jan 2025 05:00:00 -0000 Bob Doll’s 10 Market Predictions for 2025 full etf.com Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding. Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.

]]> 1044 Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy. Tue, 31 Dec 2024 05:00:00 -0000 A Guide to Buffer ETFs full etf.com Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy. Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.

]]> 1360 Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading. Tue, 17 Dec 2024 05:00:00 -0000 Vanguard Squares Off With Financial Advisors full etf.com Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading. Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading.

]]> 1196 With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025. Tue, 10 Dec 2024 05:00:00 -0000 The Latest Update on ETF Share Classes full etf.com With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025. With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.

]]> 1582 Tue, 03 Dec 2024 05:00:00 -0000 The Case for Always Owning Commodities full etf.com 1134 Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category. Tue, 19 Nov 2024 05:00:00 -0000 Is ESG Dead? The Price of Performance, Politics, and Fees full etf.com Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category. Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category.

]]> 1326 Tue, 05 Nov 2024 05:00:00 -0000 Advisor Bets It All on Vanguard's VTI full etf.com 1417 Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’ Tue, 22 Oct 2024 04:00:00 -0000 It's a 'Golden Time' for Fixed Income: BlackRock full etf.com Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’ Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’

]]> 1821 Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs. Tue, 08 Oct 2024 04:00:00 -0000 State Street Loses Ground in ETF Race full etf.com Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs. Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs.

]]> 1538 Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off. Mon, 30 Sep 2024 04:00:00 -0000 Bond Math: Guiding Investors Through Fed Rate Cuts full etf.com Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off. Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.

]]> 1447 Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities. Tue, 24 Sep 2024 04:00:00 -0000 JP Morgan Takes a Deep Dive into ETF with New Guide full etf.com Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities. Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities.

]]> 637 Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors. Tue, 10 Sep 2024 04:00:00 -0000 New Leveraged ETFs Tap Into Longer Holding Period Trend full etf.com Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors. Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors.

]]> 1202 BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut. Tue, 27 Aug 2024 04:00:00 -0000 Bond Math: Why Advisors Should Consider Duration full etf.com BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut. BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut.

]]> 1410 John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny. Fri, 16 Aug 2024 04:00:00 -0000 Is Morgan Stanley Wrong to Let Advisors Sell Bitcoin ETFs? full etf.com John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny. John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny.

]]> 1723 We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group. Tue, 13 Aug 2024 04:00:00 -0000 Will Vanguard CEO Salim Ramji Support a Crypto ETF? full etf.com We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group. We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group.

]]> 1359 Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute. Tue, 30 Jul 2024 04:00:00 -0000 Making the Most of Defined Outcome ETFs full etf.com Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute. Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute.

]]> 1580 Vanguard’s Fran Kinniry Talks Concentration Risk Tue, 23 Jul 2024 04:00:00 -0000 Vanguard’s Fran Kinniry Talks Concentration Risk full etf.com Vanguard’s Fran Kinniry Talks Concentration Risk Vanguard’s Fran Kinniry Talks Concentration Risk

]]> 1344 Matthew Tuttle believes in pushing the limits when it comes to ETF strategies. Tue, 16 Jul 2024 04:00:00 -0000 Where Politics and ETFs Collide full etf.com Matthew Tuttle believes in pushing the limits when it comes to ETF strategies. Matthew Tuttle believes in pushing the limits when it comes to ETF strategies.

]]> 1760 State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024. Tue, 02 Jul 2024 04:00:00 -0000 Active Management, Low-Cost ETFs Lead 2024 Fund Flows full etf.com State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024. State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024.

]]> 1649 In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors. Tue, 18 Jun 2024 04:00:00 -0000 Callie Cox Debuts as Ritholtz’s Chief Market Strategist full etf.com In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors. In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors.

]]> 1131 In his new book, Matt Ackermann shows what financial advisors can learn from the music industry. Tue, 04 Jun 2024 04:00:00 -0000 Music History and Practice Management for Advisors full etf.com In his new book, Matt Ackermann shows what financial advisors can learn from the music industry. In his new book, Matt Ackermann shows what financial advisors can learn from the music industry.

]]> 1868 Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth. Tue, 21 May 2024 04:00:00 -0000 Bob Doll Discusses Economic and Market Predictions full etf.com Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth. Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth.

]]> 1417 Veteran advisor navigates the nuances of the current bond market. Tue, 07 May 2024 04:00:00 -0000 Allan Roth: Should Advisors Rethink Fixed Income? full etf.com Veteran advisor navigates the nuances of the current bond market. Veteran advisor navigates the nuances of the current bond market.

]]> 1514 Ric Edelman says passive ETFs will be supplanted by tokenized funds of everything. Tue, 23 Apr 2024 04:00:00 -0000 Tokenization, the Next Investing Disruption full etf.com Ric Edelman says passive ETFs will be supplanted by tokenized funds of everything. Ric Edelman says passive ETFs will be supplanted by tokenized funds of everything.

]]> 1551 Jim Crider’s clients have 30% allocations to bitcoin and he’s not sure that’s enough. Mon, 08 Apr 2024 19:57:00 -0000 Are Financial Advisors Behind the Crypto Curve? full etf.com Jim Crider’s clients have 30% allocations to bitcoin and he’s not sure that’s enough. Jim Crider’s clients have 30% allocations to bitcoin and he’s not sure that’s enough.

]]> 1556 Nate Geraci talks about where the financial planning industry has been and where it’s heading. Mon, 25 Mar 2024 17:41:00 -0000 Veteran Advisor Shares Insights on Portfolio Models full etf.com Nate Geraci talks about where the financial planning industry has been and where it’s heading. Nate Geraci talks about where the financial planning industry has been and where it’s heading. Nate Geraci talks about where the financial planning industry has been and where it’s heading.

]]> 1534 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. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. Mon, 18 Mar 2024 17:25:00 -0000 Advisor Insider Introduction full etf.com 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. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. 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. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.

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