4 episodes
Advisor Upside Podcast etf.com
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- Business
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5.0 • 4 Ratings
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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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Tokenization, the Next Investing Disruption
Ric Edelman says passive ETFs will be supplanted by tokenized funds of everything.
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Are Financial Advisors Behind the Crypto Curve?
Jim Crider’s clients have 30% allocations to bitcoin and he’s not sure that’s enough.
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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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Advisor Upside Introduction
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.
Customer Reviews
Excited for this content
In the world of investment management it can be difficult to find podcasts and conversations geared toward advisors specifically. First episode was very well done and I was impressed with the guest and what he had to say.
Looking forward to more content!
Thanks!!