Advisor Upside Podcast

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Vanguard's Fran Kinniry Talks Concentration Risk

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

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

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

Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth.

Veteran advisor navigates the nuances of the current bond market.

Ric Edelman says passive ETFs will be supplanted by tokenized funds of everything.

Jim Crider's clients have 30% allocations to bitcoin and he's not sure that's enough.

Nate Geraci talks about where the financial planning industry has been and where it's heading.

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.