ETF Oasis iMGP Studio
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.
ETFs
Active ETFs, share classes, buffers, model portfolios and the flows behind them. Selected by our editors.
29 videos and podcasts · new this week: 16
Matching your filters
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.
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.
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.
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.
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.
Retooling With Options: From Better Brakes to a Better Business
For advisors reviewing 60/40 assumptions or options-based ETFs, the discussion offers a manager's framing of bonds, hedging and portfolio construction. It focuses on how options might be used alongside existing equity exposure rather than on a single product pitch.
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.
The Problem with Bond Index Funds
For advisors using bond index funds or comparing them with other fixed-income approaches, the episode is framed around index changes and cost considerations.
"The Lightbulb Has Gone On": Davis Advisors' Kittsley on Why Advisors are Embracing Active ETFs
Advisors weighing active ETFs can hear a manager's view of the ETF wrapper and how index concentration shapes diversification discussions. The conversation also outlines the approach behind one active ETF, DUSA.
A Complete Guide to DeepSeek’s 2026 IPO: What It Means For China ETF KSTR
It is a manager-produced explainer on how a single high-profile AI listing could intersect with a China equity ETF that tracks the STAR 50 Index. Useful for advisors who field client questions about China AI exposure and want to see how the issuer itself frames the linkage, including the stated caveat that KSTR does not currently hold DeepSeek.
What It Takes to Launch an ETF In Today's Market: Insights from Exchange Traded Concepts
Wealth professionals get an issuer-side view of ETF launch conditions and the structural features discussed in the conversation.
Behind the Ticker: FOXY Offers a Smarter, Simplified Way to Own Currencies
Currency exposure is framed here as something most investors hold only by accident, which is a useful prompt for advisors reviewing what sits inside client portfolios. For those building or evaluating an alternatives sleeve, the episode discusses how a carry-oriented currency strategy is positioned next to managed futures and private credit.
Are TIPS ETFs the Best Way to Fight Inflation?
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.
Quality Over Quick Wins: Bill Mann on Motley Fool Asset Management's Long Game Approach to ETFs
For advisors evaluating factor-based ETF strategies, the conversation offers a manager's account of how human research informs a value fund and how the firm frames client fit.
ETF boutique to mainstream player? Inside F/m’s deal with T. Rowe Price
For wealth professionals who follow ETF managers and ownership changes, the episode offers a CEO conversation about a recent acquisition involving an ETF boutique.
Introducing Direxion U.S. 500 Plus ETF, SPXP
It is a manager's own walkthrough of a newly introduced ETF structure that pairs equity exposure with a trend-following overlay and rebalances monthly, which is the kind of packaging advisors encounter when comparing single-ticker diversified products.
ETFs
Follow ETFs
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.