Jeff takes the pod solo, interviewing the founder and president of The ETF Store, Nate Geraci, about the nuances of single-stock ETFs. Nate talks about how we got to this point, how the newly released ETFs that invest in a single security work, and who they work for.
Guest Bio:
Nate Geraci is chairman and president of The ETF Store, an ETF-focused registered investment advisor providing comprehensive wealth management. Nate also hosts the weekly podcast “ETF Prime” and offers ETF perspectives at The ETF Educator blog.
Nate has contributed to major financial media outlets including The Wall Street Journal, CNBC, Investor’s Business Daily, and Money Magazine, and has appeared on Bloomberg Radio and TV. He earned both his undergraduate degree in business administration and his MBA from the University of Kansas.
Bruce this week chats with Brad Bueermann, CEO and founder of FP Transitions, a leading consultancy for RIAs, on valuations, compensation and the repercussions of the Altruist deal.
Sol Gindi on how Advisor Gateway is giving financial advisors more time for what matters most.
Bruce this week chats with Andrew Cohen, InvestmentNews reporter, about Vanguard’s $4 billion purchase of Altruist and Schwab’s changing client referral program. What’s it mean for advisors?
Bruce this week chats with Robb Baldwin, founder and CEO of TradePMR, which Robinhood bought in 2024. What’s the firm’s strategy to expand as a custodian for RIAs?
