February 25, 202521 min
2/25/25 - Does Private Equity Belong in ETFs?
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.
Episodes
31
Latest episode
Feb 2025
Language
EN
About the show
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.
Listen to episodes
February 11, 202530 min
2/11/25 - Is Index Investing Causing a Market Bubble?
Mike Green of Simplify Asset Management says the success of passive investing is pumping unprecedented risk into the markets.
February 4, 202519 min
2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management
Head of Advisor Solutions, Brent Beardsley, talks market outlooks, tax management and the evolution of Vanguard’s Wealth Management Division.
January 28, 202529 min
1/28/25 - Rob Arnott Makes a Case for Stocks Cut From Indexes
The founder and chairman of Research Affiliates has created an index of companies that have been removed from popular indexes.
January 14, 202517 min
1/14/25 - Bob Doll’s 10 Market Predictions for 2025
Crossmark CIO grades his 2024 predictions and details how he sees the year ahead unfolding.
December 31, 202422 min
12/31/24 - A Guide to Buffer ETFs
Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.
December 17, 202419 min
12/17/24 - Vanguard Squares Off With Financial Advisors
Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, explains where Vanguard’s bulked-up wealth management division might be heading.
December 10, 202426 min
12/10/24 - The Latest Update on ETF Share Classes
With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.
December 3, 202418 min
12/3/24 - The Case for Always Owning Commodities
November 19, 202422 min
11/19/24 - Is ESG Dead? The Price of Performance, Politics, and Fees
Values investor Jason Britton takes ESG investing to task in a candid conversation about what went wrong with the controversial category.
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