The Investopedia Express with Caleb Silver Future-Proofing Wealth Management
Sep 8, 2025
Dave Nadig, President of ETF.com and ETF expert, dives into the wealth management landscape, highlighting the challenges and innovations reshaping the industry. He discusses the explosion of ETFs and the potential pitfalls for investors amidst choice overload. Nadig warns against blind optimism towards private assets, while championing AI's role in refining investing strategies. He also predicts the rise of crypto ETFs and tokenization, envisioning a future where direct indexing becomes a mainstream investment strategy.
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Future Proof Is An Industry Convergence
- Future Proof gathers advisors, asset managers, and ETF issuers to address AI and industry shifts affecting wealth management.
- The festival signals ETFs' central role as firms push products to advisors who influence retail allocations.
Bearish Sentiment Yet Persistent Buying
- Retail investors express bearish sentiment but continue buying major stocks and ETFs, especially AI-related names.
- Buying behavior can sustain markets even when sentiment surveys read pessimistic.
Costco Gold Moved The Market
- Caleb links Costco selling gold in-store to the retail surge in precious metals prices a few years ago.
- That merchandising move coincided with a strong upward trend in gold and amplified retail demand.