Articles by Todd Shriber
- ETFs
Preferred Stocks Are Quietly Beating Bonds in 2026—Here’s Why Advisors Should Pay Attention
Today’s somewhat elevated yields on preferred could signal opportunity with an asset class that offers clients both income and tax advantages.
- ETFs
The Active ETF Boom Is Real: $541 Billion Says This Trend Is Just Getting Started
Will usurp their passive rivals. It’s not going to happen anytime soon, but advisors should expect the active ETF growth spurt to continue.
- Research
Advisor Pay Is Rising—But AI Could Change Who Gets Paid the Most
Isn’t going to knock anyone’s socks off, but it’s better than nothing and there are obviously other ways of compensating financial pros.
- ETFs
Model Portfolios Aren’t the Efficiency Play Advisors Think They Are—Until This Piece Is in Place
Indicating that this way of managing money doesn’t chase clients away. If anything, model portfolios act as client retention tools.
- Alternatives
Gold Isn’t Acting Like Gold Anymore—And That Could Be Opportunity
Gold betrayed its safe haven status at the very time investors rightfully expected it to provide some shelter from the storm.
- Strategists
How Wealthy Clients Access Cash Without Selling Stocks, Homes, or Other Assets
Humans get emotionally tied to things such as houses, art collections and the like and thus don’t want to outright part with those assets
- ETFs
Why Rare Earth ETFs Could Be Entering a New Supercycle
Refresh the rare earths investing proposition. The WisdomTree Efficient Rare Earth Plus Strategic Metals Fund WDIG, which debuted on May 7, does just that.
- ETFs
Dividends Are Familiar. Buyback Aristocrats Could Be the Next Advisor Opportunity.
The new ETF could prove appealing because S&P 500 member firms are on a five-year run of spending more on share repurchases than on dividends.
- Alternatives
When Stocks and Bonds Failed, This Overlooked Asset Class Delivered
Even gold followed suit, but that doesn’t diminish the point that in broad terms, commodities held up and remain key portfolio diversification tools.
- ETFs
How Chip Stocks Are Quietly Reshaping Emerging Markets ETFs
Over the past several years, significant ink has been spilled on the issue of concentration risk as it relates to the S&P 500.
- ETFs
Tech Stocks Are Soaring—But This Hidden Dividend Trend Could Matter Even More
Many TDV constituents far exceed that requirement and some recent additions to the tech dividend fray not the ETF could soon qualify for admittance, too.
- ETFs
Fidelity Enhances Enhanced ETF Suite With Quarter of Small Stock Funds
While these are new ETFs, Fidelity clients, including advisors that custody with the firm, can trade the funds commission-free
- Growth
Why Gen X Women Are Advisors’ Biggest Growth Opportunity
Here are some tips for advisors wanting to improve connections with Gen X women.
- Research
Affluent but Anxious: The Untapped Opportunity in Serving Medical Professionals
Advisors get the point. Doctors and dentists, broadly speaking, reside in income ranges and tax brackets that are attractive to wealth managers.
- ETFs
Active CLO ETFs Proving Durable in Turbulent Times
May provide clients with the income and interest rate flexibility they’re seeking. Let’s explore more of this asset class’s perks.
- Research
The Market Makes No Sense—So Why Are Advisors Getting More Bullish?
Old market adage about not fighting the tape and that appears to be the perspective currently held by the bulk of advisors.
- ETFs
Growth Dominated for Years—So Why Is Value Suddenly Winning Again?
Value investors can take heart because 2026 is delivering signs that market breadth is widening and large-cap value stocks are benefiting.
- Research
The ‘Weird’ Economy: Why Clients Feel Broke While Markets Hit Record Highs
Clients and the broader set of retail investors are to be forgiven if they feel as though the current state of the U.S. economy is, well, weird.
- Crypto
The Next Evolution of ETFs: Tokenization, AI, and the End of Market Hours
Tokenization has the potential usher not only 24/7 market access for ETFs, but more rapid trade settlement as well.
- Research
The Female Investor Advantage: Why Women Win—and What Advisors Must Do Differently
Consider more a good news and items for advisors to be mindful of when with female clients-type of piece. With that, let’s dive into the good news.
- Research
The Case for Advisors To Connect With Women Is Getting Clearer
Can close that gap while empowering female clients to become capable, successful investors in their own rights. Here’s to hoping that happens.
- Strategists
Amid Blue Owl Disaster, Advisors Still Bullish on Private Markets
They may be getting more selective about how they access private markets and that’s a good thing.
- AI
How AI Will Affect Cybersecurity Investing
Rightfully spooked by speculation that AI can do the work currently performed by cybersecurity vendors and potentially do it cheaper and more effectively.
- ETFs
CAGE Match: The First Autocallable Growth ETF Aiming to Outrun the S&P 500
The new ETF has a clear objective: compound and grow wealth at a clip in excess of the S&P 500 over the long-term.
- ETFs
Vanguard Makes a Splash With New, Cheap International Style Funds
Two new ETFs: the Vanguard Developed Markets ex-US Value Index ETF VDV and Vanguard Developed Markets ex-US Growth Index ETF VDG.
- Fixed income
Why Active Bond ETFs Are Quietly Replacing Passive Strategies in 2026
Said another way, active managers can be more responsive to credit and duration opportunities than a passive bond fund can be.
- ETFs
The Space Trade Is Heating Up: How a New ETF Is Capitalizing on the SpaceX Effect
Home to 28 stocks, the new ETF’s roster “includes companies involved in the development of rocket launch systems and reusable rockets
- Strategists
Small-Caps Are Back—And Aerospace Could Be the Next Big Catalyst
Those leads could prove durable and extend as more investors remember that small-caps can be pivotal pieces of diversified portfolios.
- Research
The “Annoyance Economy” Is Costing Americans $165 Billion — And It’s Getting Worse
Actually, the annoyance economy is different and arguably just as sinister, perhaps more so, than the issues mentioned above.
- Crypto
Hype vs. Reality: How to Spot Crypto Press Releases Designed to Mislead
With the menu of financial advice, data and media options expanding at a rapid pace, investors need to ultra-selective in how they allocate trust.
- Annuities
10,000 Americans Turn 65 Daily — And They’re Questioning Social Security
It’s not a one-size-fits-all approach, but there are some familiar assets that can ease the Social Security blues.
- Research
When Helping Hurts: How Gen Z Dependence Is Derailing Parents’ Retirement Plans
Those are difficult boxes to check when mom and dad are acting as de facto banks, but are unlikely to collect on the loans they make to their kids.
- ETFs
A New Way to Play AI: Inside the First ETF Targeting the Memory Chip Boom
The aptly tickered Roundhill Memory ETF DRAM debuted on April 2 as the first ETF dedicated to memory chipmakers.
- ETFs
Leverage Analyst Sentiment With a New Developed Markets ETF
Let’s take a look at how VEFA can complement or replace traditional international exposures in client portoflios.
- Strategists
Fast-Tracked to the Top: SpaceX and the New Era of Index Disruption
Elon Musk’s rockets and satellite company is first on the docket with plans to potentially sell shares as soon as June.
- ETFs
QQQ vs. IQQ: The $445 Billion Battle Advisors Can’t Ignore
It’s possible that grip could loosen because iShares parent BlackRock filed plans for the iShares Nasdaq 100 ETF, which trade under the ticker IQQ.