Dimensional recently took part in the 2024 #SchwabIMPACT conference in San Francisco, where team members made connections with advisors and firm leaders from across the RIA industry. As part of the multiday event, Dimensional highlighted our ETF lineup and hosted a networking event for approximately 150 attendees.
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That Money Guy | Content Creator | Co-Founder | Public Speaker | TedX | Making Money Simple for 1.5 Million+ People
🚨 Thrilled to be hosting at Finimize’s Modern Investor Summit 2024 — happening today! At lunchtime, I’ll be sitting down with two incredible minds in investing to discuss Mastering ETFs To Capitalise On 2025’s Biggest Themes: • Edward Malcolm, Head of UK ETF Distribution, J.P. Morgan Asset Management • Andrew Prosser, CFA, CFA, Head of Investments, InvestEngine It’s a true privilege to share the stage with these leaders as we explore: ✅ Key trends shaping the ETF landscape in 2025 ✅ How to spot active ETFs that perform without extra risk ✅ Smart strategies for short-term opportunities ✅ Balancing thematic ETFs with broader market exposure ETFs are transforming how we invest — and this session is all about giving you the insights to stay ahead. 🗓 Don’t miss it — join us at the summit: https://lnkd.in/dxTkSkc2 See you there! 🙌
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On this episode of Just for Funds, I sit down with Casey Witters, MBA, CFP®, CEO of Optimize ETFs, to discuss the Optimize Strategy Index ETF, OPTZ. OPTZ is the first ETF from Optimize, committed to investing in consistently profitable, publicly traded American companies.
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The BNY Investments team will be at #SchwabIMPACT 2024. Stop by Booth # 1515 to say hi! Join us at our breakout session, The Potential Advantage of Active ETFs in Building Scalable Model Portfolios. Matt Camuso, Head of ETF Solutions at BNY Investments, and Matthew J. Krajna, CFA, Co-CIO at Nottingham Advisors will discuss the potential benefits of incorporating active ETFs as part of a portfolio’s asset allocation framework. BNY Investments is not affiliated with Nottingham Advisors. #ETFs #ActiveETFs #AssetAllocation #ModelPortfolios #PortfolioConstruction
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📰 A 1-minute recap of last week's #ETF industry news in Europe. In the news: Amundi | BlackRock iShares | WisdomTree in Europe | HANetf | Franklin Templeton | Robeco | Euronext | SIX | big xyt | InvestEngine | Bjørn Sibbern | Tom Garland, CFA | Global X ETFs | Ignatius Faissal | Allfunds | London Stock Exchange | Alex Watkins | Marc Knowles.
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Thank you to everyone who attended our IMPACT®2024 session, where we discussed the post-election implications for our industry. I’m happy to say that Capital Group’s product offerings continue to evolve to help meet the changing needs of investors and advisors. Our growing suite of active ETFs may help you navigate the new landscape. Learn more. https://bit.ly/4i3RLPC #SchwabIMPACT #CapitalGroupETFs #ActiveETFs Important disclosures: https://bit.ly/2JzEDWl
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Hear from Leadership Pathway alum Daniil Shapiro, CFA of Cerulli Associates this Thursday as he joins a panel of ETFs experts to discuss the key trends across the ETF ecosystem, including advisor allocations and the growing use of active as well as alternative ETF products. #etfs #etfinvesting #MMILeadershipPathway
Are you interested in ETF product development and distribution? Join us this Thursday, March 7 at 12 PM ET for an MMI-member webinar to hear key findings from 2023 ETF research and insights on buffered ETFs. We’ll hear from Jillian DelSignore, Global Head of Investor Distribution Strategy, Investor Intelligence at Nasdaq, Beau Noeske, CFA, CAIA, VP, Senior Investment Analyst – Alternatives at Envestnet, Inc, Daniil Shapiro, CFA, Director, Product Development at Cerulli Associates, and Trevor Terrell, SVP, Head of Distribution at Innovator ETFs. This webinar is sponsored by MMI’s Advisory Products and Solutions Community. Register today. https://lnkd.in/eaWvJJs2 #etfs #etfinvesting #exchangetradedfunds #MMICommunity #ProfessionalGrowth #ConnectedCommunities
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Is your ETF strategy really as solid as you think? 🤔 Tune in today at 6 PM for the premiere of the second episode of The FOMO Fix. Leave your comments during the premiere—I’d love to hear your thoughts in real time!
Are thematic ETFs losing their shine? 🤔 Choosing the right ETF can make all the difference in your financial journey. Join us today at 6 PM on The FOMO Fix as we dive deep with Wei Chin Kang from SGX Group to explore the best ETF strategies for your goals. 🌟 Featuring: Hazelle Soon Wei Chin Kang Jeremy Keck Don't miss out—set your reminder now! 🔔 https://lnkd.in/giSU-DJ7 #PYTCH #PYTCHMedia #FOMOFix #SGXInvest #SGXAcademy #TheJoyfulInvestors #ETF ---- * PSA * Calling All New Investors! Want to share your investment journey with the world? We're looking for enthusiastic guests! DM us or drop a message at hello@pytch.media.
Debunking the Myth: Is ETF Investing Really Foolproof?
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TSPY ETF’s Strong Start: 3 Months of Market-Beating Performance! TSPY is off to an exceptional start! In its first three months, TSPY has outperformed both its underlying benchmark and established powerhouse funds, delivering strong returns and attractive income that’s already making waves in the ETF space. TSPY was built to make powerful financial capabilities accessible to everyday investors and advisors, and we're thrilled to see it making an impact. Learn more about its strong debut at tappalphafunds.com! #TSPY #ETF #Investing #Performance #Income #S&P500 #MarketGrowth Nasdaq For Disclosures, click here: https://lnkd.in/ecW-P2yS
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We’ve just rolled out two powerful updates to the stock and fund screeners on PortfoliosLab: - Negate Filter: Easily exclude specific criteria from your screenings. - Multiple Value Selection: Select multiple values at once for added flexibility and precision. Check out the full announcement and give them a try! https://lnkd.in/eVCZ_xVU #investing #fintech #stocks #funds #investmentresearch #portfolioslab
Enhanced Screener Filters: Negate & Multi-Select
portfolioslab.com
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We are thrilled to see news of our partnership in key media publications, including Ignites, known for its in-depth news and analysis for fund company professionals, financial advisors, registered investment advisors (RIAs), and industry service providers. As Alyson Velati points out, BlackRock’s model portfolios are now available on Vestmark’s manager marketplace. This partnership marks a significant milestone, providing RIAs with customizable portfolio solutions tailored to their clients’ needs. These models will also be accessible through Vestmark’s unified managed account platform, which includes mutual funds, ETFs, equity SMAs, fixed-income SMAs, and alternatives. BlackRock will manage the models for Vestmark using VAST's tax management capabilities, adding further value to this partnership. Read the full article: https://lnkd.in/eMy5iiZP #WealthManagement #Partnership #BlackRock #Vestmark #RIA #PortfolioManagement #Innovation
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