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 ...
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.
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.
Mark Carver, Global Head of Factor Index products at MSCI, discusses the growth of smart-beta and factor-based investment products as well as the importance of conducting due diligence to better understand the factor exposures investors are...
Gary Stringer, CIO of Stringer Asset Management, discusses why his firm uses ETFs, his strategy in determining which ETFs to use and the continued evolution of the role of a financial advisor.
Nancy Davis, CIO and Partner at Quadratic Capital Management, discusses her outlook for the rest of 2019, geopolitics and potential solutions to get ahead of volatility in the markets.
