Todd Shriber

The HALO Trade Now Has Its Own ETF

In simple terms, HALO refers to shares of companies that even AI is unlikely to ever render obsolete.

May 25

Bitcoin Indecision Highlights Advantages of Protected ETFs

That indecision puts a spotlight on the advantages of protected Bitcoin ETFs – a concept pioneered by Calamos Investments.

May 20

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.

May 18

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

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

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

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

Practice 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

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

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

Artificial Intelligence

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

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

Retirement & Income Planning

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

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

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

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.

Apr 9

Your Clients Are Using AI Without You—And 83% Are Already All In

It’s a safe bet that AI is informing some of their investing decisions that are outside of the advisor’s purview.

Apr 8

Teens Want To Talk About Money. Here’s How To Have the Conversation.

For advisors and parents reading this, don’t fret because what follows are some tips on talking money with your teens.

Apr 7

Bitcoin Just Got Risky Again—Smart Advisors Are Turning to Protected ETFs

Based on pricing seen late on March 30, Bitcoin would need to nearly double to return its all-time notched last October.

Apr 3

Active Insights

The $1.75 Trillion IPO Advisors Can’t Ignore: What the SpaceX Deal Means for Clients

Underscoring the magnitude of the SpaceX IPO, it’s poised to break that record by more than double.

Apr 3

Why Investors Are Ignoring Dividends—And Why That Could Cost Them Millions

Think about that for a moment. Companies are essentially paying Uncle Sam to repurchase their own shares, but they’re undaunted by it.

Apr 2

ETF Share Class Trend Ramping Up, but There Will Be Bumps

The door is wide open for more ETF share classes to come to market because Vanguard’s patent on that structure expired in 2023.

Mar 30

Volatility Isn’t the Enemy. It Can Bring Opportunity.

The more market participants can do to limit or avoid drawdowns, the better their long-term performance will be.

Mar 28

More Women, Less Power: The Surprising Gap Inside Wealth Management

That’s a start, but the problem lies in the fact that many aren’t claiming client-facing, high-profile, revenue-generating roles.

Mar 27

Why Low-Volume ETFs Could Be the Smartest Trade You’re Not Making

However, the reality is all volume tells us is how frequently an ETF changes hands – not if it’s delivering good or bad returns.

Mar 27

Dimensional Debuts First ETF Share Class. Are the Floodgates Open?

DFA becomes the first firm since Vanguard to roll out ETF share classes of incumbent index or mutual funds.

Mar 25