Mark Noble, EVP, Horizons ETFs, and Head of ETF Strategy joins us us for an in-depth conversation. We explore some […]

Mark Noble, EVP, Horizons ETFs, and Head of ETF Strategy joins us for this in-depth conversation. We explore some controversial long-time questions about ETFs, equity and fixed income markets liquidity in the context of the high-speed COVID-19 pandemic market panic, in this honest discussion about whether or not ETFs have been a blessing or a curse to capital markets.

Transcript (coming soon)

David Picton, President and Portfolio Manager, Picton Mahoney Asset Management, joined us at the CETFA Mindpath ETF Conference. The lifespan […]

Daniel Straus, Vice President, Head of ETF Research and Strategy, National Bank Financial, joined us for an insightful conversation about […]

When your clients think about risk they most often recall or imagine losing money or enduring volatile markets. You, as an advisor, however, have to widen your perspective on risk to include your clients’ feelings about their investments, and the potential decisions they may make as a result.

We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy. Conventional bond investing are now a high risk, low return proposition for most investors today. What’s a fixed income solution that works right now? What does the optimal equity investments sleeve look like to Seif right now. These are some of the points we chatted about.

We recently sat down with Som Seif, Founder and CEO of Purpose Investments, to catch up with him on markets and strategy.

In this episode, we discuss the Fed’s about face on interest rates, and what it may mean for investors. But more relevant in this conversation was the angle of discussion on where and how investors/advisors may posiition fixed income and equities for total return in the acutely uncertain period we find ourselves in.

Conventional bond investing are now a high risk, low return proposition for most investors today. What’s a fixed income solution that works right now? What does the optimal equity investments sleeve look like to Seif right now. These are some of the points we chatted about.

More detailed show notes to follow.

Dan Richards, CEO, Client Insights, joined us at the CETFA Mindpath ETF 2018 Conference, to talk about how advisors need to excel in terms of the value that they provide to clients.

Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm’s findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech, and the proliferation of ETFs.

Many advisors entered the financial advice business with a vision of how that would look, what it would be to achieve the position of portfolio manager, of successfully managing the wealth of private investors. Jason Del Vicario openly shares his journey from advisor to discretionary portfolio manager.