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 unpacked the state of ETF markets in 2026.
On a recent episode of Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Jennifer Morgan, Founder & CEO of Connective Communications. Morgan is slated to bring her “Storyselling” workshop to the Exchange Conference.
Michael serves as Head of Distribution for Eventide. He is responsible for Eventide's product, distribution, and education strategy. Mr. Schnackenberg leads Eventide's Sales, Marketing, Key Accounts, and Eventide Center for Faith and Investing teams.
On the latest ETF 360, VettaFi’s Cinthia Murphy interviewed GMO Asset Allocation’s Asset Allocation Strategist Catherine LeGraw. The two discussed quality, the speculative market, and value dislocation.
Evan Harp sat down Axon’s Brady Lochte to talk about his practice, the Exchange conference, and the challenges facing advisors and their clients today.
On the latest ETF 360, VettaFi’s Cinithia Murphy talked to Reckoner Capital Management’s John Kim. The two discussed CLOs and the Reckoner Leveraged AAA CLO ETF (RAAA).
Hearts, Minds & Wallets: The Thin Book That Closes Gigantic Deals, a profound new book from Jennifer Morgan, presents itself as a practical guide for professionals to communicate more effectively. As it says on the tin, it is a thin book that provides effective ideas and methodologies for closing deals. However, its true value transcends that because it is about so much more.
On the latest ETF 360, Kirsten Chang spoke to John Lawlor, managing director, portfolio manager/trader from MacKay Shields about the state of munis. Additionally, they discussed the NYLI MacKay Muni Intermediate ETF (MMIT).
On the latest ETF 360, VettaFi Senior Industry Analyst Kirsten Chang was joined by Head of Xtrackers Wealth, Aram Babikian. The two discussed geopolitical de-risking, currency hedging, AI, and more.
Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.
TMX VettaFi has gathered industry experts and thought leaders for the Midyear Market Outlook Symposium happening June 26 at 11 a.m. ET.
On the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Innovator’s Director of Product Management Joe Becker to discuss one of their newest product launches, the Innovator Equity Premium Income – Daily PutWrite ETF (SPUT). This new product uses the put instead of the covered call.
In the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Bob Minter, ETF strategist for Aberdeen. They discussed all things commodities.
May 8, VettaFi will host an Income Investment Strategy Symposium. Income is top of mind for many investors.
In the latest ETF 360, VettaFi’s Kirsten Change interviewed THOR Funds founding principal and CIO Brad Roth. They discussed two index-based strategies calibrated to manage downside risk. Accordingly, downside protection and risk management are top of mind in today’s unusual market environment.
On the latest episode of ETF 360, senior industry analyst Kirsten Chang spoke to TEMA ETFs founder and CEO Maurits Pot. He dug into TEMA’s latest offering, DSPY, which uses a novel historical weight strategy.
As you position your practice for long-term success, keeping on top of the latest trends and ideas is critical.
Connective Communication’s CEO & Founder Jennifer Morgan lit up the Exchange stage with her workshop, Escape the Sea of Sameness.
VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.
Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.
Fixed income comes into 2025 on the heels of an explosive 2024. But with 2025’s landscape shifting, investors need guidance.
FAs looking to make 2025 their year need to have the right resolutions. Here are a few suggestions to give your 202 focus and clarity.
The Exchange Team is full of gratitude for our sponsors and the community coming to the 2025 financial services conference.
'The past is not necessarily prologue,' said VettaFi’s Head of Research Todd Rosenbluth, in advance of tomorrow’s Market Outlook Symposium.
The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.
As advisors wrestle with the impacts of interest rates, inflation, and the election, it is more important than ever to hear from the experts.
In the latest episode of ETF 360. VettaFi's Kristen Chang spoke to Winslow Capital's Barry Peters about their new active growth funds
Sometimes that means lower priority tasks fall through the cracks. Here are four tips for managing procrastination tendencies.
We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
The Alternatives symposium happens on Thursday, May 30 at 11 a.m. ET. The free event will provide CE credits and more to attendees.
At February's Exchange conference, New Frontier Advisors Chief Investment Officers was interviewed about his firm and the coming markets.
At the end of Exchange 2024, VettaFi shared an exciting announcement: Exchange 2025 will take place in Las Vegas. Next year’s iteration of the legendary conference will happen March 23-26. It will be held at Virgin Hotel’s Curio Collection by Hilton.
Tomorrow is the day! VettaFi’s Equity Symposium will offer critical thought leadership and guidance as the economy enters the second quarter.
The Equity Symposium is just a week away. Advisors can earn free CE credits and hear from industry experts and thought leaders on March 13th.
The Equity Symposium on March 13 is shaping up to give investors critical insights into the equity space. This free event will provide CE credits. VettaFi is fresh off the smashing success of Exchange and continuing to provide the insights investors need to navigate today’s complicated environment.
A new ETF playoff champion has been crowned. Artificial Intelligence routed spot Bitcoin ETFs to claim the first-ever ETF championship.
Exchange begins on Sunday, February 11! Like any big industry event, there are things you should do in advance that will make it easier for you to take advantage of the learning and networking opportunities.
Exchange is less than two weeks away, and the reasons for advisors to go continue to accumulate. VettaFi is thrilled to announce that Dr. Wendy Borlabi will be joining the roster of experts and thought leaders speaking at Exchange.
The ETF Playoffs have reached the final round. This weekend, spot bitcoin ETFs will square off against artificial intelligence to see who gets to be the champion of 2024! The winners were determined by vote on Exchange’s LinkedIn page. With the championship nigh, voting for the winner will open soon.
The first round of the ETF Playoffs has concluded! Exchange, a conference for financial services professionals, is happening in Miami, February 11-14. Since Exchange is hosting a party for the big game at Miami’s hottest club, LIV, we’re hosting an ETF championship bracket.
This week, follow Exchange on LinkedIn and vote for your favorite ETF trends of 2024.
Today, VettaFi’s groundbreaking financial services conference Exchange rang the Nasdaq bell in Times Square. Exchange is slated to start on February 11 in Miami, Florida.
Exchange kicks off the same day as the most important game in American sports — the Super Bowl. Here are the four main reasons you’re better off seeing the game at Exchange than anywhere else.
Exchange is just a month away, so here are four big things to do in advance of a conference. These tips will help you optimize your conference experience.
Every new year provides an opportunity for fresh starts and to reimagine what is possible. As such, we offer a list of four New Year’s resolutions for advisors. Kick your 2024 off right by making these promises to yourself.
Cryptocurrency is once again poised to be the financial story of the year. Accordingly, VettaFi will be hosting the Cryptocurrency Symposium on January 12th at 11 am ET.
2024 is here, and Exchange is right around the corner. Exchange has already established itself as the premier financial services conference and a must-attend event, but the 2024 edition promises to be the best yet.
The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.
With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.
The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.
