In this episode, I sit with Dave Dierking, author of the ETF Focus blog on thestreet.com to discuss our favorite headlines of 2020 and top trends to watch out for…
Scott McKennaDecember 28, 2020
Transcript Speaker 1:Speaking Logically is brought to you by ETFlogic, the leading provider of analytics and portfolio analysis tools for financial advisors. No information within this should be considered trading…
Scott McKennaDecember 16, 2020
Tax loss harvesting is a pretty straightforward concept – cut positions at a loss to lower clients’ overall tax bill today. Once out of a position for 30 days, you…
Scott McKennaDecember 10, 2020
Join us on Wednesday at 2:30 pm ET as we discuss ways that advisors can add extra value to client year-end review meetings, including: Communication strategiesPortfolio strategies such as tax loss…
Scott McKennaDecember 7, 2020
Scott McKennaDecember 3, 2020
ETF Stream has added a freemium version of ETFLogic’s data analytics platform Logicly to its website. The ETF screener enables wealth managers, financial advisors and professional investors to study, analyse and compare ETFs listed…
Scott McKennaNovember 18, 2020
In this episode, I sit with Emil Tarazi to discuss how financial advisors can better navigate the ETF ecosystem and screen for ETFs. Transcript:Speaking Logicly is brought to you by…
Scott McKennaNovember 9, 2020
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
We sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to…
Scott McKennaSeptember 10, 2020
