Lindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain…
Scott McKennaSeptember 18, 2020
Tim Maloney of Roundhill Investments joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill…
Scott McKennaSeptember 2, 2020
Brad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.
Scott McKennaAugust 26, 2020
We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss…
Scott McKennaAugust 20, 2020
In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance about common gaps that financial advisors leave in financial planning for their clients.
Scott McKennaAugust 14, 2020
In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for…
Scott McKennaJuly 24, 2020
Listen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory. We chat about how advisors can add value during volatile times in…
Scott McKennaJuly 9, 2020
ETFLogic, the leading ETF analytics platform provider, has announced the launch of LOGICLY, its enhanced web/cloud-based portfolio analysis platform for advisors. LOGICLY is a new and comprehensive solution which goes…
Scott McKennaJuly 6, 2020
WisdomTree Asset Management, Inc. Inc., a leading ETF and ETP sponsor, has licensed model portfolios to SigmaLogic, Inc. (DBA ETFLogic) to be made available to financial advisors on the model portfolio marketplace…
Scott McKennaJune 22, 2020
