No Jacket Required: Inside the World of New School Wealth Management
09/19/19 • 32 min
One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today.
On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father's stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing.
See omnystudio.com/listener for privacy information.
One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today.
On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father's stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing.
See omnystudio.com/listener for privacy information.
Previous Episode
Are Multi-Factor ETFs the New Active Mutual Fund?
Multi-factor ETFs are one of the fastest growing ETF categories. But what exactly do they do? Is the sum more than all the parts? Are they active or passive? These are the questions Bloomberg News' Annie Massa sought to answer at the recent Inside Smart-Beta conference. In this special field report for Trillions, Annie interviews analysts, advisors and issuers to get to the bottom of the multi-factor trend.
See omnystudio.com/listener for privacy information.
Next Episode
Hiding in Plain Sight: Inside the Non-Transparent Active ETF Race
For years active mutual funds have been looking for a way to utilize the benefits of the ETF structure without having to show their holdings every day. They may have finally found a solution, but will it be enough?
Joel and Eric are joined by Dan McCabe of Precidian Investments and Rachel Evans of Bloomberg News, who wrote about McCabe's non-transparent active ETF structure in the latest issue of Bloomberg Markets magazine. McCabe, who's licensing his structure to the likes of BlackRock, JP Morgan and Goldman Sachs, discusses how this decade-in-the-making development came to pass and the benefit it might provide investors while addressing industry headwinds and competition.
Eric, Joel, and Rachel begin the episode with a brief discussion of Schwab's move to eliminate commissions -- the latest flare-up in the ETF trading war -- as well the new ETF Rule the SEC finalized last week.
See omnystudio.com/listener for privacy information.
Trillions - No Jacket Required: Inside the World of New School Wealth Management
Transcript
Trains. I'm Howeer and I'm Eric belx Junas Eric. I live a desk life, but every once in a while you get to go on the road, not only from Philly to New York, which is like a weekly occurrence for you, but also to trade shows. Yeah, occasionally, I think I go to like three a year maybe, but this is the first of its kind, right, normally go to Inside et s maybe one other one of course our events, and then this one was new for me, and it was done by t
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