Most Recent






White Papers View All
Webinars View All

An Advisor’s Guide to Resilient Portfolios in 2025
Presented by: Matthew Bartolini, CFA, CAIA, Dan Suzuki, CFA, Joseph Hosler, CFA, Roxanna Islam, CFA, CAIA, & Todd Rosenbluth
February 25, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

Office Hours with ROBO Global ETFs
Presented by: Zeno Mercer & Shachi Merchant
February 26, 2025 at 12:30 PM EST – Length: 30 Minutes

From Niche to Necessity
Presented by: Marc Odo, CFA®, FRM®, CAIA®, FDP®, CIPM®, CFP®, Rob Swan, & Kirsten Chang
March 04, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

New to the ETF Space? Here’s How a Trading Partner and Series Trust Can Help
Presented by: Michael Prendergast, J. Garrett Stevens, Ray Holst & Kirsten Chang
March 05, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

Optimizing Portfolios with Tax-Efficient Income Strategies Through Private Real Estate
Presented by: Michael O’Shea, CFA, Cinthia Murphy & Roxanna Islam, CFA, CAIA
March 06, 2025 at 02:00 PM EST – Length: 60 Minutes
approved for 1.0 CE credits

Supervisory Control: Paving the Way for Smarter, More Capable Robots
Presented by: Zeno Mercer & Wyatt Newman, PhD
March 10, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Asset Allocation Summit
Presented by: VettaFi + Nasdaq
March 11, 2025 at 11:00 AM EDT – Length: 60 Minutes
approved for 1.0 CE credits

The state of the states: munis, tax policy, and positioning in an uncertain environment
Presented by: Craig Brandon, CFA, Bill Delahunty, CFA, Mike Sullivan, CFA, & Kirsten Chang
March 12, 2025 at 02:00 PM EDT – Length: 60 Minutes
approved for 1.0 CE credits

Positioning for Growth: The Next Evolution of the IncomePlus Fund
Presented by: Michael O'Shea, CFA & Cinthia Murphy
March 20, 2025 at 12:30 PM EDT – Length: 30 Minutes

Income Investment Strategy Symposium
Presented by: VettaFi Partners
May 08, 2025 at 11:00 AM EDT – Length: 120 Minutes
approved for 2.0 CE credits