VettaFi head of research Todd Rosenbluth appeared on Yahoo! Finance to discuss ETFs with unexpected demand — including AI-focused ETFs.
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.
It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event.
VettaFi’s Fixed Income Symposium, happening on July 24th, is fast approaching. The symposium will bring together industry thought leaders.
VettaFi’s coming Fixed Income Symposium is timed to go live just days before the next FOMC meeting. The Symposium goes live on the 24th and the next FOMC meeting is scheduled for July 25th – July 26th.
Evan Harp sat down with financial advisor Ramona Maior. Maior reflected on how financial advisors can better serve LGBTQ+ clients. She offered a number of quick and useful tips for advisors.
Exchange Advisor Council members Anna N’Jie-Konte and Keith Beverly have merged practices. The two advisors have set their sights on the goal of creating the first black-owned RIA with over $1 billion in client assets.
It can feel like inclusivity is a risky policy for a firm in the current climate, but this is not the case at all. Research has shown that companies that are more inclusive tend to perform better than less inclusive firms.
As Pride month begins, financial advisors have an opportunity to reflect on how trans-friendly their practices are and take steps to make them warmer, more inclusive, and more appealing to transgender clients.
Why not take a break from working in the world of finance by immersing yourself in the eleven best finance films of all time?
It’s close. Exchange is only a few months away. With the financial community gearing up to descend on the Fontainebleau in Miami, Florida, February 5th through February 8th for the largest advisor-centric event in the country, advisors have a rare opportunity to mesh minds with the most creative people in financial management, fintech, and investing.
