Todd Rosenbluth, Head of ETF & Mutual Fund Research, CFRA Research, looks back at the 2019 Wealth/Stack conference, and why research tools can help free up advisor resources to meet client needs.
Phil Bak, CEO, Exponential ETFs is really excited about Wealth/Stack. Seriously, he is. Okay - need proof? Read his thoughts on the upcoming conference below.
In one of our Wealth/Stack preview videos, one of the new influencers in finance, Tyrone Ross Jr., says why telling your story is so important in modern-day finance.
The train has been rolling on Wealth/Stack for a while now and it's about to reach its final destination in Scotsdale, Arizona. We're so excited for the inaugural event. We know you are too. Tom Lydon of ETF Trends recently sat with one of our...
Conference fatigue is real. You've heard it on Twitter, LinkedIn, and other social networks: 'there's just too many conferences.' We get it. The numbers speak for themselves. There are a lot of conferences. But our attendees and speakers think...
Change is coming to the ETF marketplace. ETFs once seemed unstoppable as the fund world’s evolution from closed-end products to open-end mutual funds to ETFs seemed complete. But while the industry continues to rake in an impressive $1 billion...
What are the positives and negatives of a proposed Bitcoin ETF? Will these affect the introduction of such a product? Elisabeth Préfontaine, CFA, is the founder of Octonomics, an independent research and consultation firm; she aims to answer this...
