VettaFi’s Post

A lead is more than a name on a list – it's a potential customer already familiar with your brand. Explore the two main lead classifications below, and learn how #AssetManagers can nurture leads with VettaFi's digital marketing solutions: https://lnkd.in/gWxWNceC #AssetManager #AssetManagement #FinancialServices

While there's no perfect leading indicator, combining the 'Big Four' #EconomicIndicators (employment, industrial production, retail sales, and personal income) can provide valuable insights into economic health. Don't miss Jennifer Nash's deep-dive on the data:  🔗 https://lnkd.in/gxBwCACJ #Economics #Recession #FinancialMarkets

Autumn Chalker Soltysiak, CFP®, partner at hemming& Wealth Management, shared her firm's motto with us at Exchange. Autumn encourages her clients have a sense of where they are and what's important to them. She advocates for viewing money as "a tool," and helps clients use that tool to achieve their goals. Autumn is a fantastic resource for #FinancialPlanning and #FinancialAdvising - and was a great partner to us as a member of our 2024 Exchange Advisor Council. Catch up with her next year at Exchange 2025 - where she'll be joining the broader financial community in Las Vegas. Who do you look to for practice-management advice or inspiration? Let us know in the comments below! 👇

We are honored to partner with EVO Wealth Consulting to deliver custom #indexes within their new Wealth Technology Solutions Guide. This wealth tech stack helps growth-focused #WealthManagers navigate the expanding landscape of #WealthTech, and VettaFi’s Index Factory is a key component. Learn how VettaFi indexes help power EVO's Solutions Guide below. Joseph Markovitch Brian Coco Peter Dietrich

When markets are uncertain, defined outcome products shine! ☀ Hear the latest ETF Prime, in which Roxanna Islam, CFA, CAIA unpacks defined outcome product performance and State Street Global Advisors' George Milling-Stanley discusses gold as a diversifier. Tune in here: https://lnkd.in/g6ZE5gp3 #ETFs #Investing #Gold

Last month, advisor engagement signaled an increased interest in leveraged & inverse products. Is this a strategy to hedge against market volatility or a bet on potential downturns? Saleem Khan breaks down July's data insights. Speak to our team to learn more about our behavioral data and solutions: 👉 https://lnkd.in/gG9uh3Vk #AssetManagers #DataAnalytics #FinancialServices

Quality, low volatility, momentum, and value historically outperform. Goldman Sachs Asset Management's Active Beta International Equity ETF $GSIE combines these winning factors into one portfolio. Read more about Todd Rosenbluth's ETF of the Week: 🔗 https://lnkd.in/grik7_hN #GSIE #ETFs #InternationalInvesting Gauri Sekaria

Indexes are an important foundation when building investment products. The right index can provide a blueprint to success by capitalizing on timely market opportunities and compelling investment ideas. Brian Coco outlines three #index ideas that he's excited about right now: https://lnkd.in/gtm5Xxgg #Indices #Indexation #Index #IndexManagement

The ROBO Global Robotics and Automation Index (ROBO) tracks the transformative power of robotics and automation with companies like Joby Aviation and Doosan Robotics. With the robotics revolution underway, VettaFi's Zeno Mercer discusses why #ROBO could be headed for a rebound. 🔗 https://lnkd.in/g_aS3Jxa #Robotics #Automation #DisruptiveTech #TechInvesting

Oil and gas prices are on the move! 🛢️ With growing dividends and strategic buybacks, #midstream and #MLP ETFs offer opportunities to stabilize portfolios during market fluctuations. Join SS&C Technologies' Paul Baiocchi, CFA and VettaFi's Stacey Morris, CFA and Kirsten Chang for a webcast exploring the energy landscape and investment opportunities within the midstream sector. Register now: https://lnkd.in/gmBV_v7k #MLPs #ETFs #EnergyInfrastructure #EnergyInvesting