Active ETFs, share classes, buffers, model portfolios and the flows behind them. Selected by our editors.
51 videos and podcasts · new this week: 15
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.
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.
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.
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.
It is a short walkthrough of how one widely read fund screen is built, including the criteria behind inclusion and exclusion, which advisors can compare against their own due-diligence process. The segment on funds that missed the list is useful context for client conversations about popular, widely held funds.
It is the manager's own account of how one cash-return screen is applied across five funds, so advisors comparing or diligencing shareholder-yield ETFs can hear the framing directly and check it against the prospectus. The discussion of buybacks and repurchase valuation also touches on how capital-return signals are constructed.
Wealth professionals may want to understand the gap between expected and delivered yield in fixed term bond funds, and how ETF competition may influence product design and investor outcomes.
It gives wealth professionals a data-focused discussion of how ETF investors are allocated and how bond alternatives are being used in portfolios. It also examines seasonal ETF launch activity and the holdings lawmakers have in common.
New manager videos, podcasts and our own etfs stories on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
