Innovators in Investing
August 02, 2019 | Runtime: 2:23
How and why are ETFs a perfect structure for innovation? Ted Lucas of Hartford Funds said many of these products help mitigate risk and give advisers and investors a great outlet for success.
August 02, 2019 | Runtime: 3:31
The ETF industry has grown from a cottage industry to a giant in less than 25 years. How have innovations helped this industry to surge? Graham Day of Innovator ETFs explains.
May 22, 2019 | Runtime: 4:28
Big hurdles are hampering your success as advisers. How you get over them could be the difference between good and great. David Hyman of Mercer explains how to thrive today.
March 26, 2019 | Runtime: 3:11
Innovation doesn’t need to mean disruption, according to Luma’s Tim Bonacci. Check out what he learned from the airline industry about innovation to help innovate structured products.
March 26, 2019 | Runtime: 3:14
When it comes to training advisers, what can advisers learn from “Love Me Do” or “Norwegien Wood?” The answer, according to Mark Magnacca of Allego, won’t have you asking for “Help.”
March 26, 2019 | Runtime: 3:33
When people talk about fintech innovation, it is easy to get distracted by shiny objects. How can great firms stay a step ahead without losing focus? Lori Hardwick of AI Labs offers some perspective.
November 09, 2018 | Runtime: 3:33
Artificial intelligence is a topic that most advisers hear about but few really know about. Dani Fava of TD Ameritrade breaks down AI and more.
November 09, 2018 | Runtime: 3:48
Marketing is critical for financial advisers, but many fail more than they succeed with their marketing. What can you do to take your game to the next level? Robert Sofia of Snappy Kraken offers some solutions.
November 08, 2018 | Runtime: 2:46
With the growth of impact investing, it is difficult to separate the contenders from the pretenders. Gary Henson of Tortoise gives advisers a new way to look at impact investing.
November 08, 2018 | Runtime: 2:34
Finding great ESG investment opportunities can be difficult. Vivek Tanneeru of Matthews Asia points the way to some attractive places to invest.