To survive, businesses must grow. Growing your practice is important in all fields, but it is particularly critical for financial advisors. Without growth, advisors risk falling into a rut and becoming stuck. Here are four tips that can help you grow your practice.
When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.
VettaFi’s Equity Symposium is just over a week away and will provide advisors with free access to some of the most important thought leaders in the investment space.
Conference season has come for Financial Services. Future Proof is coming up and Exchange is right around the corner. Many advisors have complex, busy schedules.
Most portfolios live or die based on their equity allocations. VettaFi is thrilled to announce that they will be hosting an Equity Symposium on September 21st.
VettaFi’s Artificial Intelligence Symposium is happening today. Investors and advisors seeking to better understand this complicated and exciting new technology will have the opportunity to hear from experts and thought leaders. Additionally, they can do so for free while earning CE credits. Now is the time to expand your understanding of this critical topic.
Financial advisors have a unique job. To be competent, they must deeply understand some highly specialized topics centered around finance.
Todd Rosenbluth appeared on TD Ameritrade to discuss artificial intelligence in advance of VettaFi’s upcoming August 30th AI Symposium.
Artificial intelligence is one of the most controversial topics across many fields. Though many see AI has a critical tool for improving productivity and increasing efficiency, there are also concerns. Artists and other creatives have raised questions about how AI could be stealing their work.
VettaFi head of research Todd Rosenbluth appeared on Yahoo! Finance to discuss ETFs with unexpected demand — including AI-focused ETFs.
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.
It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event.
VettaFi’s Fixed Income Symposium, happening on July 24th, is fast approaching. The symposium will bring together industry thought leaders.
VettaFi’s coming Fixed Income Symposium is timed to go live just days before the next FOMC meeting. The Symposium goes live on the 24th and the next FOMC meeting is scheduled for July 25th – July 26th.
Evan Harp sat down with financial advisor Ramona Maior. Maior reflected on how financial advisors can better serve LGBTQ+ clients. She offered a number of quick and useful tips for advisors.
Exchange Advisor Council members Anna N’Jie-Konte and Keith Beverly have merged practices. The two advisors have set their sights on the goal of creating the first black-owned RIA with over $1 billion in client assets.
It can feel like inclusivity is a risky policy for a firm in the current climate, but this is not the case at all. Research has shown that companies that are more inclusive tend to perform better than less inclusive firms.
As Pride month begins, financial advisors have an opportunity to reflect on how trans-friendly their practices are and take steps to make them warmer, more inclusive, and more appealing to transgender clients.
Why not take a break from working in the world of finance by immersing yourself in the eleven best finance films of all time?
It’s close. Exchange is only a few months away. With the financial community gearing up to descend on the Fontainebleau in Miami, Florida, February 5th through February 8th for the largest advisor-centric event in the country, advisors have a rare opportunity to mesh minds with the most creative people in financial management, fintech, and investing.