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Jun 13, 2019
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 ...
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Jun 13, 2019
Joe Duran, CEO of United Capital, shares his views on using technology to better service clients now and in the future.
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Jun 13, 2019
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.
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Jun 13, 2019
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.
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Jun 13, 2019
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.
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Jun 13, 2019
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.