22 min listen
No Jacket Required: Inside the World of New School Wealth Management
FromTrillions
ratings:
Length:
33 minutes
Released:
Sep 19, 2019
Format:
Podcast episode
Description
One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today. On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father's stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing. See omnystudio.com/listener for privacy information.
Released:
Sep 19, 2019
Format:
Podcast episode
Titles in the series (100)
The Paradox of Choice by Trillions