Advisor Perspectives

Most Recent

Commentary

an hour ago

SEC’s Proposed Closed-End Fund Changes: What to Know

by Nicholas Peters-Golden of VettaFi

dshort: AP Charts & Analysis

an hour ago

The S&P 500, Dow, and Nasdaq: Real Returns Since 2000 Peak (May 2026)

by Jennifer Nash

dshort: AP Charts & Analysis

2 hours ago

The Total Return Roller Coaster: May 2026

by Jennifer Nash

Commentary

2 hours ago

Wellington Announces Plan to Buy Hartford Funds for $1.9B

by Nick Wodeshick of VettaFi

Commentary

2 hours ago

AI ETFs: The Next Wave Emerges

by Roxanna Islam of VettaFi

dshort: AP Charts & Analysis

2 hours ago

Secular Bull and Bear Market Trends: May 2026

by Jennifer Nash

dshort: AP Charts & Analysis

2 hours ago

America's Driving Habits: April 2026

by Jennifer Nash

Article

3 hours ago

Vanguard’s VOO Hits $1 Trillion of Assets in ETF Industry First

by Katie Greifeld of Bloomberg News

Article

3 hours ago

Dimon to Pitch JPMorgan’s Ultra-Rich Clients on SpaceX IPO

by Dana Hull, Ryan Gould, Bailey Lipschultz of Bloomberg News

dshort: AP Charts & Analysis

3 hours ago

Vehicle Sales Inch Up 0.4% in May

by Jennifer Nash

dshort: AP Charts & Analysis

3 hours ago

Initial Unemployment Claims Up 13K, Higher Than Expected

by Jennifer Nash

White Papers View All

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The Energy Transition: Building an Investment Strategy Piece by Piece

Fixed Income Perspectives: What Could Cause Volatility in the Short Term?

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Fixed Income Perspectives: We Said to Expect Volatility

Mid-Year Market Themes to Watch

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Virtual Events View All

Accessing MLPs Through an Exchange-Traded Note

Presented by: Stacey Morris, CFA & Michael Lanigan
June 04, 2026 at 02:00 PM EDT – Length: 30 Minutes

Rethinking Tax-Efficient Income Generation

Presented by: Troy Cates, Garrett Paolella, & Cinthia Murphy
June 08, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Why Now is the REIT Moment

Presented by: Karl Zeller, Nick Tannura, & Roxanna Islam, CFA, CAIA
June 09, 2026 at 12:30 PM EDT – Length: 30 Minutes

Activating fixed income portfolios

Presented by: Justin Danfield, CFA & Roxanna Islam, CFA, CAIA
June 11, 2026 at 12:30 PM EDT – Length: 30 Minutes

Variable annuities, income riders, and retirement income innovations

Presented by: Alex Samoila, Wade D. Pfau, Ph.D., CFA, RICP, Christopher Funk & Kirsten Chang
June 12, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

BCSM: Where Small-Cap Upside Meets Large-Cap Stability in an Active ETF

Presented by: Randy Gwirtzman & Roxanna Islam, CFA, CAIA
June 15, 2026 at 12:30 PM EDT – Length: 30 Minutes

Bitcoin, Bitcoin Mining, and Digital Power

Presented by: James Butterfill, Matthew Kimmell, & Kirsten Chang
June 22, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

When Markets Diverge: Finding Opportunity with Free Cash Flow

Presented by: Lance Humphrey, CFA & Michael Mack
June 23, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

2026 Midyear Market Outlook Symposium

Presented by: VettaFi Partners
June 25, 2026 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits

The Quiet Boom in Autocallable ETFs

Presented by: Will Rhind & Cinthia Murphy
June 26, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

The S&P 500 Buyback Aristocrats: Quality Through Consistency

Presented by: Simeon Hyman, CFA, Kieran Kirwan, CAIA, & Cinthia Murphy
June 29, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Why Munis Matter in 2026

Presented by: Danny Schwab*, Greg Steier, Craig Schwalb, & Roxanna Islam, CFA, CAIA
June 30, 2026 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits