Rick Genoni, Managing Director and Global Head of ETF Product Management at Legg Mason discusses the evolution of the ETF industry, the increasing investor demand for actively managed products and the benefits of the ETF structure.
Jennifer Wappaus, Family Wealth Advisor at PagnatoKarp and member of Women in ETFs, discusses the role of an advisor when working with female business owners, the complexities of generational wealth transfer and the growth of the organization ...
Josh Brown, CEO of Ritholtz Wealth Management, discusses investment trends, millennial investors and the importance of developing a unique financial plan before offering investment solutions.
Joe Smith, Deputy CIO of CLS Investments, discusses ETF trends, how to properly define client risk by using factors and the benefits of blending active and passive investment strategies.
Linda Zhang, CEO of Purview Investments, discusses the efforts of Women in ETFs in raising awareness of the diversity gap on Wall Street and the increasing interest in ESG or impact investing.
Eric Stein, Partner at East Bay Financial, discusses the low-cost ETF investing environment, the impact technology is having on financial advisors and the need to stay disciplined during periods of volatility.
Linda-Eling Lee, Managing Director of ESG Research at MSCI, discusses the latest ESG data and metrics, the role of social and environmental governance in running companies and how advisors can factor ESG investing in conversations with clients.
Mark Carver, Global Head of Factor Index products at MSCI, discusses the growth of smart-beta and factor-based investment products as well as the importance of conducting due diligence to better understand the factor exposures investors are...
Gary Stringer, CIO of Stringer Asset Management, discusses why his firm uses ETFs, his strategy in determining which ETFs to use and the continued evolution of the role of a financial advisor.
