Nasdaq ETFs

On the latest episode of “ETF Prime,” recorded live at Exchange, host Nate Geraci was joined by VettaFi’s editor-in-chief Lara Crigger, Financial Futurist Dave Nadig, and Bloomberg’s Eric Balchunas to recap highlights from the ETF event of the year. Super Bowl Bets To kick things off, Geraci, donned a Chief’s jersey, and Balchunas, sporting an [...] Read more at ETFtrends.com.

Anthony Rochte, Morgan Stanley managing director, global head of ETFs, joined senior responsible investment strategy specialist Lenore Reiner and Calvert Research and Management chairman John Streur to discuss global leadership trends in asset management, digging into ESG. Moderated by Reiner, the panel kicked off with a discussion of the six new ETFs launched by Morgan [...] Read more at ETFtrends.com.

Technology is at the heart of what Vanguard provides and continually “needs to be an area of investment,” according to CEO Tim Buckley. “For us, technology is the embodiment of our service,” Buckley said. “We’ve always been a virtual company.” Speaking at Exchange: An ETF Experience on Tuesday, the Vanguard chief advised other investment firms to [...] Read more at ETFtrends.com.

Spread the word: the bonds are back in town, and they’re back with real income. That was the focus of the “Changing Role of Bonds” panel at Exchange ETFs in Miami on Tuesday, where State Street Global Advisers managing director and Chief Investment Strategist for the U.S. SPDR Business Mike Arone and managing director and [...] Read more at ETFtrends.com.

For financial advisors, telling your story is a great way to connect with clients, according to Dr. Preston Cherry, founder and president of Concurrent Financial Planning. “It’s an opportunity to connect,” Dr. Cherry told attendees at Exchange: An ETF Experience on Tuesday, adding that clients want a “trusted space.” Dr. Cherry explained: “It’s an opportunity [...] Read more at ETFtrends.com.

Liquid alternatives resurfaced top of mind as a bright spot last year when both stocks and bonds struggled. Now, many advisors are understandably feeling like they missed the opportunity to carve out a portfolio of client portfolios to allocate to liquid alts ETFs. However, according to the industry experts, the funds’ best use case is [...] Read more at ETFtrends.com.

In a world that’s more technologically-equipped than ever before, where are the holes in the advisor tech stack? That was the subject of the “AdvisorTech Expo” panel hosted by Ritholtz Wealth Management’s Michael Batnick at Exchange ETFs in Miami Tuesday, with a range of advisor tech firm founders sharing their thoughts on capturing prospects and [...] Read more at ETFtrends.com.

People are storytellers, not calculators. While numbers confound us, stories define us. And yet, this fundamental observation about human nature is largely missed by the wealth management industry, to the detriment of both client and advisor. Shaping Wealth founder Brian Portnoy explained to attendees at Exchange: An ETF Experience on Tuesday the importance of storytelling for [...] Read more at ETFtrends.com.

ETF Edge, hosted by Bob Pisani, was live from Exchange in Miami and featured Dave Nadig, financial futurist at Vettafi, alongside Vance Barse, founder of Your Dedicated Fiduciary, and Anthony Rochte, global head of ETFs at Morgan Stanely, to talk advisor insights from the floor of the conference, market trends, and more. “I wouldn’t be [...] Read more at ETFtrends.com.

If there’s a theme that Liz Young, head of investment strategy at SoFi, has been talking about since the run-up to January, it’s: “Somebody’s wrong.” By her own admission, it’s not much of a pep talk. “There’s so much conflicting data out there still no matter what side you’re on, if you’re a bull or [...] Read more at ETFtrends.com.

VettaFi editor-in-chief Lara Crigger and FMG Suite’s chief evangelist Samantha Russell share 20 real-world examples of great content marketing. Content marketing is increasingly important for advisors. A BNY study indicates that most financial advisors make similar promises, meaning that it’s hard to tell the differences between them. “We’re selling a relationship more than a service,” [...] Read more at ETFtrends.com.

This is the second of two pieces covering the “Advanced Financial Planning — Real World Strategies” panel Tuesday morning at Exchange in Miami, hosted by Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary. Click here for part one.  Estate Freezing Techniques for High Net Worth Clients Advisors may also want to better familiarize [...] Read more at ETFtrends.com.

The reality is that U.S. oil production may not grow as fast as previous predictions have stated. However, for segments of the energy sector, such as midstream, moderate production growth does not detract from the constructive outlook for the space. VettaFi’s director of energy research Stacey Morris led an in-depth conversation on energy independence and [...] Read more at ETFtrends.com.

Interested in learning more about attracting — and retaining — more high net worth clients? Advisors looking at upping their game in the highly coveted category may want to learn the advanced estate and tax planning strategies that appeal to high net worth families. That was the topic of the “Advanced Financial Planning — Real [...] Read more at ETFtrends.com.

In trading on Tuesday, the First Trust Nasdaq Oil & Gas ETF is outperforming other ETFs, up about 2.1% on the day. Components of that ETF showing particular strength include shares of PBF Energy, up about 4.8% and shares of Marathon Petroleum, up about 3.9% on the day.

Monday began with Surfrider’s beach clean-up, and Exchange kicked off Tuesday with a well-attended More Than Pink walk supporting the Susan G. Komen Foundation’s fight against breast cancer. Komen, as an organization, has a storied history of addressing breast cancer on multiple fronts, including research, community health, global outreach, and public policy initiatives, which has [...] Read more at ETFtrends.com.

WisdomTree alongside Voya Investment Management Co. have announced the launch of their newest ETF, the WisdomTree Voya Yield Enhanced USD Universal Bond Fund (UNIY), that will trade on the Nasdaq. UNIY seeks to offer investors exposure across the U.S. dollar-denominated bond market by tracking the Bloomberg US Universal Enhanced Yield Index while also enhancing yield [...] Read more at ETFtrends.com.

Thematics have become an increasingly important tool for generating returns in client portfolios. While active ETFs may have a small share of the overall ETF market, the structure is more prevalent among thematics, leaving many advisors unsure of which structure to consider. On Tuesday at Exchange: An ETF Experience, Roxanna Islam Swan, associate director of research [...] Read more at ETFtrends.com.

Ritholtz Wealth Management managing partner Michael Batnick and director of institutional asset management Ben Carlson recorded a live episode of their podcast “Animal Spirits” for Exchange, featuring special guest Phil Mackintosh, chief economist from Nasdaq. “Animal Spirits” is a show about markets, life, and investing. The typical episodes revolve around Batnick and Carlson discussing what [...] Read more at ETFtrends.com.