Buffers, Caps & Outcome Periods: How Buffer ETFs Work
A wealth professional may spend time on it for a plain explanation of buffer ETF mechanics and the trade-offs the material says investors should understand.
ETFs
Active ETFs, share classes, buffers, model portfolios and the flows behind them. Selected by our editors.
13 videos and podcasts · new this week: 13
Editor’s choice
ETF Oasis iMGP Studio
Why it matters
For wealth professionals, the item is framed around how a managed-futures ETF strategy is discussed relative to 60/40 portfolios and asset allocation, along with the growth story of DBMF.
Picked by the etfs deskStart here: 2 short explainers
Closing Out 2026: Revisiting Your Active/Passive Mix
For advisors weighing active and passive ETF exposures, the discussion offers a manager’s view on portfolio construction, manager selection and tax efficiency. It also gives context on how one asset manager describes its advisor-facing consulting and service model.
Latest in eTFs
Behind the Ticker: The First Pure Play BDC Bond ETF
Advisors who use or evaluate private credit and BDC exposure may want to hear how a bond-focused BDC ETF is positioned relative to better-known equity BDC products. The episode also discusses lockups and fees in non-traded BDCs and interval funds, which are practical considerations for allocators comparing access routes.
The Active ETF Arms Race: Liquidity, Capacity, and the Push for Better Client Outcomes
Active ETF launches are multiplying, and the description frames liquidity, capacity and pricing as the practical questions investors face when comparing products. It offers an issuer-and-market-maker view of the mechanics behind those questions rather than a fund pitch.
He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong
For wealth professionals, the episode frames portfolio design around client behavior and personal circumstances rather than spreadsheet optimization alone. It may be useful for thinking about how goals, liquidity needs and complexity affect whether a portfolio is sustainable for a client.
Crypto, Concentration, and Brewing ETF Chaos
For wealth professionals working with ETFs, the episode touches on portfolio concentration, crypto allocation questions, thematic fund drawdowns and the growth of income products. It offers a discussion of current ETF industry themes rather than a single investment thesis.
He Asked 25 Finance Pros How They Invest Their Own Money: Brian Portnoy on What the Models Get Wrong
For wealth professionals, the episode frames personal portfolio choices as a question of goals, risk tolerance and household needs rather than spreadsheet optimization alone. It may be useful for client conversations about deliberate cash holdings, mortgage decisions and investments that are harder to model.
Schwab takes its cut, Beacon Pointe powers up
Changes to custodian fee structures and the scale of Schwab's own wealth business bear directly on the platform economics advisors operate within. The Beacon Pointe figures offer a rare look at the margins, organic growth and leverage of a large RIA.
Mortgage Rates Are Above 7%. Is It Better to Rent or Buy a Home Right Now?
Clients weighing a home purchase are asking directly about rent-versus-buy math at today's rates, and the episode walks through that comparison. It also pairs a housing and mortgage rate outlook with Morningstar equity research coverage of homebuilders, which is relevant background for advisors whose clients hold housing-related exposure.
The Long & Short of It: The Growing Momentum Behind FLEX Options | Alan Roldan, WallachBeth Capital
Wealth professionals who work with buffered or defined outcome ETFs may encounter FLEX options as part of the structure behind those products. The episode focuses on how the instrument is used, traded and supported operationally, rather than on a specific investment view.
Matthew Bucklin of ExchangiFi - 351 Exchanges and New IRS Guidance
Advisors with clients holding large single-stock positions get a detailed walkthrough of a structure they may be asked about, including the tax test behind it and the operational steps around cost basis and custodian reporting. It also covers the newly issued guidance and how one practitioner says existing and prospective exchanges should be handled.
New ETFs to Watch: A $2.5 Billion Launch, Anthropic and S&P 10,000, Anyone?
The episode gives wealth professionals a quick review of new ETF structures, including a large institutional seed, private-company exposure in an ETF wrapper, and options- and managed-futures-based products. It is grounded in product mechanics and launch details rather than recommendations.
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