Advisor Insider Podcast
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.
Latest episodes
Jul 23, 2024 • 22min
7/23/24 - Vanguard’s Fran Kinniry Talks Concentration Risk
Vanguard’s Fran Kinniry Talks Concentration Risk
Jul 16, 2024 • 29min
7/16/24 - Where Politics and ETFs Collide
Matthew Tuttle believes in pushing the limits when it comes to ETF strategies.
Jul 2, 2024 • 27min
7/2/24 - Active Management, Low-Cost ETFs Lead 2024 Fund Flows
State Street's Bartolini explains asset flow trends that could lead to a record-setting 2024.
Jun 18, 2024 • 19min
6/18/24 - Callie Cox Debuts as Ritholtz’s Chief Market Strategist
In her first interview since joining Ritholtz, Cox gets right to work with detailed market analysis and outlooks, promising more content for financial advisors.
Jun 4, 2024 • 31min
6/4/24 - Music History and Practice Management for Advisors
In his new book, Matt Ackermann shows what financial advisors can learn from the music industry.
May 21, 2024 • 24min
5/21/24 - Bob Doll Discusses Economic and Market Predictions
Crossmark CIO talks 2024 forecasts for recession, monetary policy and earnings growth.
May 7, 2024 • 25min
5/7/24 - Allan Roth: Should Advisors Rethink Fixed Income?
Veteran advisor navigates the nuances of the current bond market.
Apr 23, 2024 • 26min
4/23/24 - Tokenization, the Next Investing Disruption
Financial advisor Ric Edelman discusses the future of investing through tokenization, converting physical assets to digital tokens for easy trading. He emphasizes the need for adaptation to technological disruptions in portfolio management and investing, highlighting the efficiency and liquidity benefits. The podcast explores the impact on the financial services industry and how players are evolving to offer modern services in the changing investment landscape.
Apr 8, 2024 • 26min
4/9/24 - Are Financial Advisors Behind the Crypto Curve?
Jim Crider’s clients have 30% allocations to bitcoin and he’s not sure that’s enough.
Mar 25, 2024 • 26min
3/26/24 - Veteran Advisor Shares Insights on Portfolio Models
Nate Geraci talks about where the financial planning industry has been and where it’s heading.
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