Todd Shriber

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.

May 15

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.

May 14

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.

May 13

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.

May 13

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

May 13

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.

May 11

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.

May 11

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.

May 8

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.

May 8

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.

May 7

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

May 4

Growth

Why Gen X Women Are Advisors’ Biggest Growth Opportunity

Here are some tips for advisors wanting to improve connections with Gen X women.

May 2

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.

May 1

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.

May 1

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.

May 1

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.

Apr 30

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.

Apr 29

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.

Apr 29

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.

Apr 25

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.

Apr 24

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.

Apr 24

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.

Apr 23

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.

Apr 23

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.

Apr 22

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.

Apr 18

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

Apr 17

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.

Apr 15

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.

Apr 15

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.

Apr 13

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.

Apr 12

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.

Apr 11

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.

Apr 11

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.

Apr 10

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.

Apr 10