Tag: etf

iShares’ Daniel Prince on ETF Tax Efficiency

Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing.

iShares’ Daniel Prince on ETF Tax Efficiency

Daniel Prince, Head of iShares U.S. Wealth Advisory Product Consulting, discusses the tax efficiency of ETFs and why tax costs shouldn’t be overlooked in investing.  Nate & Conor also provide insight into the potential tax savings ETFs can provide and explain why actively managed mutual funds are at a disadvantage.

ETF Prime – Upcoming Guest Lineup

One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek April 10th – Michael Natale, Head of Intermediary Distribution at Northern Trust, highlights several FlexShares ETFs to help hedge a portfolio for rising inflation. April 17th – Danny Prince, Head of iShares U.S. Wealth Advisory Product Consulting, […]

Best of The ETF Store Show

Three of the hottest themes in ETFs this year are blockchain, marijuana, and artificial intelligence.  We revisit several conversations with key players in each of these areas including Amplify’s Christian Magoon, AdvisorShares’ Dan Ahrens, Level ETF Ventures’ Kris Monaco, and EquBot’s Art Amador.

ETF Q&A with Toroso’s Mike Venuto

A rapid fire Q&A with Mike Venuto, ETF industry veteran and CIO at Toroso Investments.  Mike also spotlights the index behind the ETF Industry Exposure & Financial Services ETF (TETF).

ETF Q&A with Toroso’s Mike Venuto

A rapid fire Q&A with Mike Venuto, ETF industry veteran and CIO at Toroso Investments.  Mike also spotlights the index behind the ETF Industry Exposure & Financial Services ETF (TETF).  Nate & Jason delve into the thorny topic of corporate governance and index investing.

Is DOL Fiduciary Rule Dead?

The DOL fiduciary rule, which would have required brokers to put clients’ best interests ahead of their own, was recently vacated.  Nate & Conor discuss the impact and how best to protect yourself as an investor.  D.J. Tierney, Managing Director & Client Portfolio Strategist at Charles Schwab Investment Management, highlights their low cost approach to […]

Charles Schwab’s D.J. Tierney Talks Recent ETF Trends, ETF Due Diligence

D.J. Tierney, Managing Director & Client Portfolio Strategist at Charles Schwab Investment Management, discusses their low cost approach to ETFs, recent ETF trends, and the important of ETF due diligence.

Hedging a Portfolio for Rising Rates

Nate & Jason explain how investors might think about hedging a portfolio in a rising interest rate environment.  Ed Lopez, Head of ETF Product at VanEck, offers his perspective on rising rate hedges, including spotlighting the VanEck Vectors Investment Grade Floating Rate ETF (FLTR) and the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).

VanEck’s Ed Lopez Discusses Rising Rate Hedges, Crypto Indices

Ed Lopez, Head of ETF Product at VanEck, offers his perspective on rising interest rate hedges, including spotlighting the VanEck Vectors Investment Grade Floating Rate ETF (FLTR) and the VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL).  Ed also discusses VanEck’s recent efforts surrounding cryptocurrency indices.