July 15, 2021

Trends with Benefits #59: What is Sustainable Investing

by Ed Lopez, Head of ETF Product

In this episode I speak with Veronica Zhang, Analyst and Deputy Portfolio Manager at VanEck about the trends in sustainable investing and key themes investors should be paying attention to.

June 29, 2021

Trends with Benefits #58: [Crypto Series 4] - Bad Actors in Bitcoin with Jake Chervinsky

by Ed Lopez, Head of ETF Product

Ed speaks with Jake Chervinsky, General Counsel at Compound Labs Inc. about bad actors in bitcoin and what he's hearing from lawmakers on crypto regulations.

June 24, 2021

Trends with Benefits #57: Flipping the Financial Literacy Script with Janet Alvarez

by Ed Lopez, Head of ETF Product

This week I am joined by Janet Alvarez, TV and online contributor to CNBC and Telemundo and Executive Editor at Wise Bread to discuss the importance of financial literacy, COVID's impact on people of color and the digitalization of journalism.

June 15, 2021

Trends with Benefits #56: Retirement Savings Time Bomb with Ed Slott

by Ed Lopez, Head of ETF Product

Ed speaks with Ed Slott, CPA and author of The New Retirement Savings Time Bomb about what investors need to understand about retirement and how they can keep more of what they've saved.

June 09, 2021

Trends with Benefits #55: The State of Asset Allocation with Dana D’Auria

by Ed Lopez, Head of ETF Product

Ed speaks with Envestnet's Dana D'Auria about challenges to traditional asset allocation approaches, navigating "hot" investment trends, the growth versus value dynamic and the alpha thesis of ESG.

May 25, 2021

Trends with Benefits #54—REVISITED: Advisor Trends with Tom Lydon and Dave Nadig

by Ed Lopez, Head of ETF Product

Ed revisits a previous episode with Tom Lydon and Dave Nadig of ETF Trends, where they discussed digitization of the advisory business. Will these trends accelerate or come to a halt, as America reopens?

May 12, 2021

Trends with Benefits #53: Women Making an Impact in Finance with Sue van der Linden

by Ed Lopez, Head of ETF Product

In this episode I chat with Sue van der Linden, wealth advisor at Bluestone Planning Group about her advocacy of females in finance.

April 20, 2021

Trends with Benefits #52: [Crypto Series 3] - How to Trade Bitcoin with Ari Paul

by Ed Lopez, Head of ETF Product

I continue our special bitcoin podcast series by welcoming Ari Paul, CIO of BlockTower Capital to the show to discuss how bitcoin is traded.

April 13, 2021

Trends with Benefits #51: Next Gen Advisory Practices with Mike Alexander

by Ed Lopez, Head of ETF Product

This week’s episode features a discussion with Mike Alexander, President of Wealth Management for Broadridge about building a next generation advisory practice.

April 06, 2021

Trends with Benefits #50: REIT Income with Brad Thomas

by Ed Lopez, Head of ETF Product

This week's episode delves into the world of REIT income. I chat with Brad Thomas, CEO of Wide Moat Research to discuss COVID's impact on REITS, sector trends he's seeing, identifying quality and the impact of rising rates.