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.

March 23, 2021

Trends with Benefits #49: Social Leverage with Howard Lindzon

by Ed Lopez, Head of ETF Product

Ed welcomes Howard Lindzon, co-founder of StockTwits back to the show, to discuss the rise of the individual investor.

March 16, 2021

Trends with Benefits #48: Stock Selection and Valuation with Andrew Lane

by Ed Lopez, Head of ETF Product

Andrew Lane, Director of Equity Research, Index Strategies with Morningstar joins me to talk about Morningstar’s Wide Moat approach to stock selection and valuation.