Media and press coverage is becoming increasingly important in today’s crowded ETF ecosystem. Chase Kosinski, account executive at Craft & Capital, led a panel that unpacked how finance reporters decide which new ETFs to cover amid a record pace of new product launches....
The buildout of America’s electrification infrastructure has hit a wall, and it’s not a lack of demand. Lead times for critical equipment like transformers and high-voltage switchgear have stretched to more than 100 weeks, according to a recent McKinsey report. The bottleneck has...
For issuers, launching an ETF is more challenging than ever. VettaFi’s Chief Revenue Officer Sebastian Jakob and Director of Research Cinthia Murphy joined SS&C ALPS Advisor’s Paul Baoicchi and T. Rowe Price’s Christopher Murphy for the session “Tracking the ETF Flight Path: Concept...
As advisors explore 2026 ETF Trends, Exchange presented a session covering top-of-mind stories. The session featured members from Women in ETFs, that inlcuded J.P. Morgan’s Julie Abbett, American Century Investments’ Cleo Chang, Fidelity Investments’ Lubna Lundy, and moderator Roxanna Islam from VettaFi, who...
The market dominance of mega caps is facing a critical test. Large cap companies, typically those found in the “Magnificent Seven,” have been propelling the market for the last few years. However, there could be a proverbial changing of the guard. As investors...
You want your clients’ families to one day become your clients as well, but 80% of heirs leave their families’ advisors.1
An opportunity too big to pass up
It can be a complex challenge to establish relationships with client family members. However, it’s a challenge...