Active ETFs, share classes, buffers, model portfolios and the flows behind them. Selected by our editors.
46 videos and podcasts · new this week: 16
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.
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.
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.
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.
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.
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.
For wealth professionals who use or evaluate index exposure, the episode frames what passive ownership embeds, including index membership rules and implementation costs that do not show up in an expense ratio. It also offers a grounded discussion of AI value capture, hardware obsolescence and research discipline.
The episode addresses a niche ETF category that drew hundreds of millions of dollars in September, according to Morningstar data, while highlighting the debate over whether TIPS ETFs are an ideal inflation defense. It gives wealth professionals a grounded discussion of mechanics, risks, and tax treatment around these products.
For wealth professionals who follow ETF managers and ownership changes, the episode offers a CEO conversation about a recent acquisition involving an ETF boutique.
The episode is a look at how a new category gets built in the ETF wrapper, from index construction to filing, and how the sponsors frame demand from parties already exposed to sports economics. Useful for advisors tracking product development and the diligence questions a novel, non-correlated exposure raises.
It bundles several themes advisors field questions about — bank earnings, narrow market participation, consumer stock weakness and seasonality — into one discussion. The 15-year retrospective also frames how tech leadership, ETF growth and household wealth levels have shifted over that period.
For wealth professionals, the episode is relevant to how a hedge fund-style diversifier is being offered in an ETF wrapper. It may be useful for understanding the attention around managed futures ETFs and the role they are pitched to play when other exposures struggle.
It bundles several regulatory and product-structure threads — crypto rulemaking, 351 exchanges, box spreads, dividend-avoidance ETFs — that bear on how ETF products are built and taxed. The flow and single-stock covered-call discussion speaks to product selection questions advisors field from clients.
For wealth professionals, the episode addresses fixed-income implementation and portfolio housekeeping questions clients often raise, including bond vehicle choice, account location and simplifying overly fragmented portfolios.
For advisors weighing narrow market leadership and defensive ETF positioning, the discussion lays out how breadth, yields and credit spreads feed into one manager's tactical process. It also offers a concrete look at rules-based sector and Bitcoin ETF strategies.
For advisors who use or select ETFs, the episode focuses on a structured due diligence approach and on evaluation issues that arise as ETF products become more specialized. It frames ETF selection around matching products to investment objectives and time horizons rather than performance chasing.
It offers a look at a high-volume, low-cost ETF issuer trying to scale in a crowded market, including the gap between product launches and asset gathering. Wealth professionals following ETF supply and distribution can hear how the firm describes its approach and ambitions.
For wealth professionals thinking about diversification beyond the largest stocks, the episode lays out one manager's framework for small-cap selection and the risks around financing costs, index quality and ETF-driven price moves.
New manager videos, podcasts and our own etfs stories on My Desk and in your morning edition.
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