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Advisor Insider Podcast
etf.com
31 episodes
8 months ago
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. 
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Investing
Business
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All content for Advisor Insider Podcast is the property of etf.com and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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. 
Show more...
Investing
Business
Episodes (20/31)
Advisor Insider Podcast
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.
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8 months ago
21 minutes

Advisor Insider Podcast
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.
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9 months ago
30 minutes

Advisor Insider Podcast
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.
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9 months ago
19 minutes

Advisor Insider Podcast
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.
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9 months ago
29 minutes

Advisor Insider Podcast
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.
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10 months ago
17 minutes

Advisor Insider Podcast
12/31/24 - A Guide to Buffer ETFs
Financial advisor Stuart Chaussee talks about the driving forces behind the popular strategy.
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10 months ago
22 minutes

Advisor Insider Podcast
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.
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11 months ago
19 minutes

Advisor Insider Podcast
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.
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11 months ago
26 minutes

Advisor Insider Podcast
12/3/24 - The Case for Always Owning Commodities
11 months ago
18 minutes

Advisor Insider Podcast
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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11 months ago
22 minutes

Advisor Insider Podcast
11/5/24 - Advisor Bets It All on Vanguard's VTI
1 year ago
23 minutes

Advisor Insider Podcast
10/22/24 - It's a 'Golden Time' for Fixed Income: BlackRock
Fixed income specialist Dhruv Nagrath homes in on the ‘belly of the curve.’
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1 year ago
30 minutes

Advisor Insider Podcast
10/8/24 State Street Loses Ground in ETF Race
Morningstar senior analyst sheds light on the ongoing trend of money flowing out of mutual funds and into ETFs.
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1 year ago
25 minutes

Advisor Insider Podcast
9/30/24 - Bond Math: Guiding Investors Through Fed Rate Cuts
Alex Morris of F/M Investments looks at the risks and opportunities in the fixed income markets as the easing cycle takes off.
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1 year ago
24 minutes

Advisor Insider Podcast
9/24/24 - JP Morgan Takes a Deep Dive into ETF with New Guide
Jon Maier, chief ETF strategist at JP Morgan Asset Management, says ETF data and education are priorities.
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1 year ago
10 minutes

Advisor Insider Podcast
9/10/24 New Leveraged ETFs Tap Into Longer Holding Period Trend
Tradr ETFs' Markiewicz explains the new suite of leveraged ETFs aimed at longer term investors.
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1 year ago
20 minutes

Advisor Insider Podcast
8/27 Bond Math: Why Advisors Should Consider Duration
BondBloxx strategist puts fixed income allocations into context against the backdrop of a Fed rate cut.
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1 year ago
23 minutes

Advisor Insider Podcast
8/16/24 - Is Morgan Stanley Wrong to Let Advisors Sell Bitcoin ETFs?
John Reed Stark, former SEC enforcement chief, is warning advisors that selling bitcoin ETFs invites regulatory scrutiny.
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1 year ago
28 minutes

Advisor Insider Podcast
8/13/24 - Will Vanguard CEO Salim Ramji Support a Crypto ETF?
We talk with Jeff DeMaso, editor of the Independent Vanguard Adviser newsletter, about the fast-changing state of things at The Vanguard Group.
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1 year ago
22 minutes

Advisor Insider Podcast
7/30/24 - Making the Most of Defined Outcome ETFs
Johan Grahn of Allianz Investment Management says defined outcome is not a stock substitute.
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1 year ago
26 minutes

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.