Join Morten Paulsen, Head of Industrials Research at CLSA and member of the ROBO Global Strategic Advisory Board, for an in-depth look at his latest research report on the accelerating automation of American manufacturing.
Space ETFs have seen strong inflows coupled with standout performance, capturing significant market attention. For investors, the rapid pace of capital deployment into the space economy underscores a compelling investment opportunity. For this edition of Bull vs Bear, writers Zandile Chiwanza and Elle Caruso Fitzgerald debate the use cases for space ETFs in portfolios.
With mega tech AI capital expenditure projected to cross a staggering $660 billion to $750 billion, according to estimates from firms like Goldman Sachs, CreditSights and Bloomberg, saying the stakes are high for Nvidia and the AI ecosystem is an understatement. It’s no wonder we can focus on little else this week.
The problem is not digitization itself. Many of these tools deliver real value, from better intake and modeling to clearer client visualization, and for straightforward situations, a DIY approach may be entirely appropriate. The risk arises when convenience begins to substitute for accountable legal judgment in matters that are anything but simple.
During and immediately after the financial crisis of 2008, there was much talk and academic research about the rapid growth of the US financial sector over the preceding decades and whether that was good or bad.
The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale.
The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.
Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the results tell a more nuanced story than the headline numbers suggest.
The conversation about automation is still stuck in 2016. “Robots are coming for your job.” But look at what’s actually happening in the countries that leaned into robotics.
The U.S. middle market has hit $25 trillion. Discover why Cerulli says the advisor shortage and shifting demographics make early engagement a necessity.
Engaging with client family members may seem tricky, but it can start with simple questions to the client first. In fact, asking your client about the personalities and desires of their loved ones may be a way of deepening your understanding of your client’s financial needs.
With 2026 now in full swing, it’s time to announce the global podium for robotics — brought to you by the ROBO Global Robotics and Automation Index (ROBO).
The real value of AI isn’t in doing the marketing for you; it’s in making the process more efficient. Tasks that once required significant time and effort can be simplified and streamlined.
Artificial intelligence has become one of the defining investment themes of this cycle. Yes, we may be hearing about the AI pullback as a valuation reset. However, that doesn’t change the underlying scale of adoption for this theme. And that’s evident even “under the hood” of ETFs.
The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.
AI-related disruption has moved to the forefront of market conversations in recent weeks, driving shifts beneath the surface. While the S&P 500 remains near all-time highs, leadership has rotated across sectors as concerns about AI’s impact on future demand and long-term valuations have spread.
Thematic ETFs have maintained their impressive momentum in early 2026, building on a resurgent 2025. After gathering $23 billion last year, the category added another $4 billion in January alone.
Vanguard CIO Lauren Wilkinson shares a strategic roadmap for RIAs curious about AI integration for their practice.
VettaFi recently sat down with Morten Paulsen, head of research for robotics & machinery at CLSA, to discuss the transition of physical AI into a tech-driven industrial up-cycle. Paulsen projects that persistent U.S. labor shortages will drive domestic robot shipments toward a historical high of 40,000 units in 2026.
The ETF industry just coming off a record year with nearly $1.5 trillion in net inflows. As we head into 2026, the "ETF Playbook" is changing. In this episode, host Nate Geraci is joined by Todd Rosenbluth, Head of Research at VettaFi, and Cullen Roche, Founder of Disciplined Funds, to break down the most critical trends facing investors this year.
Discover the power of niche marketing for financial advisors to attract high-value, ideal clients and achieve scalable growth. Stop generalizing and start specializing to build a more profitable practice.
Artificial intelligence has brought about a paradigm shift in the diagnostics industry, enhancing the accuracy, speed, and efficiency of disease detection. AI can now process and analyze vast, complex datasets, from medical images and lab reports to genetic data, far beyond human capacity.
We discuss Figure’s $1 billion fundraise, XPENG’s (XPEV) humanoid launch, the humanoid market, and how Elon’s $1 trillion pay package fits into this.
While AI applications dominate the conversation, a less-visible hardware trend is already delivering results. Key photonics companies are posting strong earnings, validating the theme for investors in AI and robotics and automation ETFs.
When it comes to taking financial advice, humans still prefer their own kind. That's crucial in helping to meet an advisor shortage.
Investors who watched the robotics space peak back in 2021 may see the current rally with apprehension. Back then, the narrative of a China-driven logistics and e-commerce boom sent robotics stocks to dizzying heights. What followed was China’s economy first slowing down, and then a pandemic-fueled demand shock. The sector fell hard.
The robotics space is entering earnings season with positive momentum, as solid performance in Q3 has continued into October. This note recaps the key themes and performance drivers from the quarter for investors, while previewing Q3 results.
Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
In 2006, Andrew Fire and Craig Mello shared the Nobel Prize in Physiology or Medicine for their discovery of RNA interference (RNAi), which they published in 1998. Since then, the potential of a technology capable of silencing disease-causing genes has been a very attractive proposition.
Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment. Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in on the multi-share class structure, and discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.
Electricity demand is on the rise globally thanks to electrification, adoption of electric vehicles, wider use of air conditioning, and the rise of AI-related data centers.
Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.
This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.
Artificial intelligence is poised to revolutionize healthcare. Its headline-grabbing potential in drug discovery is still years from materializing. However, its impact is already tangible in diagnostics and treatment selection. Leading this immediate charge is Tempus AI, a company focused on structuring the complex data needed to make personalized patient care a reality.
Before you fully consider purchasing a new ETF, you need to understand what makes the fund different from what you own.
Healthcare has been the worst-performing sector in the S&P 500 so far this year.
The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.
Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even though manufacturing has been contracting (PMI below 50 for more than two years), the U.S. still has 380,000 unfilled manufacturing jobs.
The shift away from pure robo models does not reflect a rejection of digital tools. Instead, the industry is increasingly embracing hybrid frameworks — combining automated portfolio construction with human advisory support.
Investing in healthcare has long been a cornerstone of defensive, long-term growth strategies. It is, after all, a massive and expanding segment of the global economy.
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.
Integrating tax expertise into your practice not only mitigates this risk but also transforms the way you serve your clients. Here are three compelling reasons to partner with a tax firm this year.
AI is rapidly increasing the speed and accuracy needed for financial market research and trade execution.
This is a great opportunity to engage directly with the experts and get answers to your specific questions about the current investment environment and the ROBO Global ETFs.
The AI revolution is here. And for financial advisors, it's important to know AI is impacting the career paths of clients and their children.
A year ago, Andrew Lo asked ChatGPT for its opinion on Moderna Inc., a biotech stock that soared during the pandemic era. The advice: sell. He didn’t. The stock plunged.
Raymond Bridges, Managing Director of Bridges Capital, discusses the strategy behind the Bridges Capital Tactical ETF (BDGS), emphasizing the importance of risk-adjusted performance and the value of active management. VettaFi’s Zeno Mercer examines the rapid evolution of healthcare technology and highlights the ROBO Global Healthcare Technology & Innovation ETF (HTEC).
In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.
During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.
The question isn’t whether robots will transform global labor markets. It’s how quickly the transformation will unfold. This transformation presents both unprecedented challenges and remarkable opportunities.
Carolyn McPhillips, President of MFDF, sheds light on the evolving role of ETF directors and their growing importance as investment products become more complex – particularly in emerging areas like crypto and private assets. VettaFi’s Zeno Mercer explores artificial intelligence ETFs, highlighting new launches and offering tips to help investors navigate this rapidly expanding category.
For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.
Join Zeno Mercer, Research Lead at ROBO Global as he explores earnings season, reshoring, and the opportunities and challenges presented in a host of sectors.
As discussions about reshoring continue to dominate economic policy debates, VettaFi hosted a timely webcast with Dr. Daniela Rus, director of MIT’s Computer Science and AI Lab (CSAIL).
A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.
The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.
Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.
529 plans and Roth IRAs are two tax-advantaged accounts designed to help you save for future expenses.
Today Tesla is not trading based on car sales but on future dreams of self-driving robo-taxis, robots, semis, and whatever else Elon dreams up. The car company may be worth $100 billion to $180 billion; the rest is what investors are willing to pay for Elon’s dreams.
Join our upcoming webinar for a comprehensive review of ROBO Global's flagship indices and their standout performers from the past quarter.
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year’s most anticipated ETF event and discuss the industry’s hottest trends.
The wealth industry could be headed into an era of accelerated innovation, as advisory firms shift from zero to full speed ahead with artificial intelligence.
The healthcare industry's bellwether event, the JP Morgan Healthcare Conference (JPM25), kicked off the year as it traditionally does,
While it seems unlikely that digital solutions or the internet will ever fully supplement human advisors, the ecosystem of financial advice and information is likely to continue to evolve and increasingly be online in the future.
Join the experts at ROBO Global for a free educational webcast and set yourself up for a deeper understanding of AI and Robotics.
Everyone should have access to a quality retirement plan. That should not be a radical statement. People deserve to age with dignity and not worry about outliving their savings or paying for necessities like shelter and food.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
REX Financial’s Greg King discusses the firm’s recent crypto ETF filings, including those for TRUMP and DOGE, and explores the growth of leveraged single-stock ETFs, such as the T-Rex 2X Long MicroStrategy Daily Target ETF (MSTU). VettaFi’s Zeno Mercer offers a preview of the year ahead for the “Magnificent Seven” stocks and provides a brief tour of the artificial intelligence ETF space.
There will be more humanoid robots than people by 2040, Elon Musk recently bragged.
Thanks to technology and the rise of passive investing, putting together a sophisticated, diversified portfolio has never been easier.
Meet the new stock pickers. They will remind you of the old stock pickers.
The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.
The robotics space has underperformed broader tech recently, leading to investment opportunities as the market underappreciates major tailwinds.
Join the experts at ROBO Global and from MIT for an educational exploration of how the robotics space is primed to impact the broader world of investing.
Hoya Capital’s David Auerbach delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector. VettaFi’s Zeno Mercer highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.
Just as the industrial revolution changed the way goods are manufactured and consumed, so the technological revolution will do for services. Once something can be made at scale, the market for it can expand and be segmented. The same goes for financial planning.
With the advent of artificial intelligence (AI) in financial services, the pressure to move away from the AUM model is mounting. Has the time come for you to rethink your approach to compensation?
ERShares Founder Joel Shulman goes in-depth on what’s being called the first ever private-public crossover ETF, the appropriately named Entrepreneur Private-Public Crossover ETF (XOVR). VettaFi’s Todd Rosenbluth discusses Nvidia from an ETF angle, highlighting products with varying exposure to the high-flying stock.
The euro’s August gains have been relentless, taking it to a one year high against the dollar on Wednesday, but a cautious tone from Federal Reserve Chair Jerome Powell on Friday could turn that momentum around.
Many financial advisors exhibit a risk-averse attitude, leading to missed opportunities for growth and innovation.
AI and automation will revolutionize the financial advisory industry. These technologies enhance efficiency, improve client communication, and enable data-driven decision-making. By 2035, AI will be integral to most advisory firms.
The rapid expansion of AI has reopened the floodgates for renewables. But it's also propelled nuclear power into the spotlight.
Disruptive theme of the week: A confluence of factors have combined to make defense technology a compelling ETF investment theme.
VettaFi discusses changes in the MLP/midstream investment product landscape.
Few advisors are prepared for the massive change coming to the advisory profession. It will not be a slow rollout over decades. In three to five years (if not sooner), how advisors do business will fundamentally change.
A few years ago, I was speaking to financial advisors about saving, spending, financial well-being, and life well-being.
Robo Advisors
Automating America: The New Wave of Robotics Demand
Join Morten Paulsen, Head of Industrials Research at CLSA and member of the ROBO Global Strategic Advisory Board, for an in-depth look at his latest research report on the accelerating automation of American manufacturing.
Bull vs Bear: Are Space ETFs Ready for Liftoff or Grounded by Macro Headwinds?
Space ETFs have seen strong inflows coupled with standout performance, capturing significant market attention. For investors, the rapid pace of capital deployment into the space economy underscores a compelling investment opportunity. For this edition of Bull vs Bear, writers Zandile Chiwanza and Elle Caruso Fitzgerald debate the use cases for space ETFs in portfolios.
It’s Nvidia’s World: How Advisors See the Next Phase of AI
With mega tech AI capital expenditure projected to cross a staggering $660 billion to $750 billion, according to estimates from firms like Goldman Sachs, CreditSights and Bloomberg, saying the stakes are high for Nvidia and the AI ecosystem is an understatement. It’s no wonder we can focus on little else this week.
The Accountability Gap in Estate Planning
The problem is not digitization itself. Many of these tools deliver real value, from better intake and modeling to clearer client visualization, and for straightforward situations, a DIY approach may be entirely appropriate. The risk arises when convenience begins to substitute for accountable legal judgment in matters that are anything but simple.
How Much Finance Is Too Much for the US Economy?
During and immediately after the financial crisis of 2008, there was much talk and academic research about the rapid growth of the US financial sector over the preceding decades and whether that was good or bad.
Analyzing the Top 5 Contributors to THNQ’s 9.3% Rally
The artificial intelligence theme is entering a more granular phase, with investors increasingly looking beyond foundational large language models (LLMs) toward the physical infrastructure required for scale.
Bull vs. Bear: Is the AI Revolution Nearing a Dot-Com Correction?
The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.
“Industry of Industries” Keeps Humming Amid Market Volatility
Investors are starting to understand that robotics and AI each represent an industry of industries. Not a sector. Not a theme. The foundational technology stack that every other industry increasingly depends on. In Q1, the market decided to stress-test that thesis, and the results tell a more nuanced story than the headline numbers suggest.
The Robotics Inflection Point Has Receipts
The conversation about automation is still stuck in 2016. “Robots are coming for your job.” But look at what’s actually happening in the countries that leaned into robotics.
Cerulli Cites Growth Opportunity in Mass-Affluent Middle Market
The U.S. middle market has hit $25 trillion. Discover why Cerulli says the advisor shortage and shifting demographics make early engagement a necessity.
Build Your Practice by Building the Whole Family Relationship
Engaging with client family members may seem tricky, but it can start with simple questions to the client first. In fact, asking your client about the personalities and desires of their loved ones may be a way of deepening your understanding of your client’s financial needs.
And the Winner Is… Robotics (Again)
With 2026 now in full swing, it’s time to announce the global podium for robotics — brought to you by the ROBO Global Robotics and Automation Index (ROBO).
Marketing With AI? What Financial Advisors Need to Know
The real value of AI isn’t in doing the marketing for you; it’s in making the process more efficient. Tasks that once required significant time and effort can be simplified and streamlined.
AI-Enhanced ETFs: The Next Evolution of Quant Investing
Artificial intelligence has become one of the defining investment themes of this cycle. Yes, we may be hearing about the AI pullback as a valuation reset. However, that doesn’t change the underlying scale of adoption for this theme. And that’s evident even “under the hood” of ETFs.
Nvidia Photonics Deals Serve as Tailwind for THNQ & ROBO
The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.
Examining AI-fueled Volatility
AI-related disruption has moved to the forefront of market conversations in recent weeks, driving shifts beneath the surface. While the S&P 500 remains near all-time highs, leadership has rotated across sectors as concerns about AI’s impact on future demand and long-term valuations have spread.
Navigating Themes With a Disciplined Rotation
Thematic ETFs have maintained their impressive momentum in early 2026, building on a resurgent 2025. After gathering $23 billion last year, the category added another $4 billion in January alone.
An Advisor’s Roadmap to AI Integration From Vanguard’s CIO
Vanguard CIO Lauren Wilkinson shares a strategic roadmap for RIAs curious about AI integration for their practice.
Expert Insights on Navigating the Tech-Driven ‘Physical AI’ Up-Cycle
VettaFi recently sat down with Morten Paulsen, head of research for robotics & machinery at CLSA, to discuss the transition of physical AI into a tech-driven industrial up-cycle. Paulsen projects that persistent U.S. labor shortages will drive domestic robot shipments toward a historical high of 40,000 units in 2026.
Is Your Portfolio Ready for 2026? AI Trends, High-Yield Warning Signs, and the "Perfect" Strategy
The ETF industry just coming off a record year with nearly $1.5 trillion in net inflows. As we head into 2026, the "ETF Playbook" is changing. In this episode, host Nate Geraci is joined by Todd Rosenbluth, Head of Research at VettaFi, and Cullen Roche, Founder of Disciplined Funds, to break down the most critical trends facing investors this year.
Why Niche Marketing Leads to Stronger, More Scalable Growth
Discover the power of niche marketing for financial advisors to attract high-value, ideal clients and achieve scalable growth. Stop generalizing and start specializing to build a more profitable practice.
The AI Revolution in Diagnostic Imaging
Artificial intelligence has brought about a paradigm shift in the diagnostics industry, enhancing the accuracy, speed, and efficiency of disease detection. AI can now process and analyze vast, complex datasets, from medical images and lab reports to genetic data, far beyond human capacity.
Humanoids Rise: Figure’s $1 Billion, Musk’s $1 Trillion, XPENG’s IRON
We discuss Figure’s $1 billion fundraise, XPENG’s (XPEV) humanoid launch, the humanoid market, and how Elon’s $1 trillion pay package fits into this.
The Future Is Photonics: Solving the AI Energy Bottleneck
While AI applications dominate the conversation, a less-visible hardware trend is already delivering results. Key photonics companies are posting strong earnings, validating the theme for investors in AI and robotics and automation ETFs.
Not So Fast, AI: Humans Still Prefer Humans for Financial Advice
When it comes to taking financial advice, humans still prefer their own kind. That's crucial in helping to meet an advisor shortage.
3 Reasons This New Robotics Super Cycle is Different
Investors who watched the robotics space peak back in 2021 may see the current rally with apprehension. Back then, the narrative of a China-driven logistics and e-commerce boom sent robotics stocks to dizzying heights. What followed was China’s economy first slowing down, and then a pandemic-fueled demand shock. The sector fell hard.
Robotics Q3 Look-Back & Earnings Season Preview
The robotics space is entering earnings season with positive momentum, as solid performance in Q3 has continued into October. This note recaps the key themes and performance drivers from the quarter for investors, while previewing Q3 results.
Inside the Gold Rush with State Street’s Global Head of Gold Strategy
Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
RNAi: The Benefits of Shooting the Messenger
In 2006, Andrew Fire and Craig Mello shared the Nobel Prize in Physiology or Medicine for their discovery of RNA interference (RNAi), which they published in 1998. Since then, the potential of a technology capable of silencing disease-causing genes has been a very attractive proposition.
The Future of ETFs: Multi-Share Classes, Crypto, and More
Amrita Nandakumar, President of Vident Asset Management, explains the role of an ETF subadvisor and shares her unique perspective on ETF product development, the forthcoming multi-share class structure, and the potential impact of a “lighter touch” regulatory environment. Roxanna Islam, Head of Sector & Industry Research at VettaFi, also weighs in on the multi-share class structure, and discusses the latest developments in crypto ETFs and the stellar performance of gold and silver miner ETFs.
Data Centers Embracing Nuclear, SMRs for AI Needs
Electricity demand is on the rise globally thanks to electrification, adoption of electric vehicles, wider use of air conditioning, and the rise of AI-related data centers.
GraniteShares’ Will Rhind on Rise of Options-Based ETFs
Will Rhind, Founder & CEO of GraniteShares, dives into their YieldBOOST lineup of ETFs and offers perspective on the growing demand for options-based ETF strategies overall. Zeno Mercer, Senior Research Analyst at VettaFi, breaks down one of the hottest segments in the market: artificial intelligence ETFs. He covers fund flows, performance trends, and the key drivers behind investor interest.
The AI Inference Economy – What is Edge AI, Exactly?
This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.
An AI Fix for Healthcare’s $2 Trillion Flaw
Artificial intelligence is poised to revolutionize healthcare. Its headline-grabbing potential in drug discovery is still years from materializing. However, its impact is already tangible in diagnostics and treatment selection. Leading this immediate charge is Tempus AI, a company focused on structuring the complex data needed to make personalized patient care a reality.
Ready to Add a New ETF? Know What You Already Own
Before you fully consider purchasing a new ETF, you need to understand what makes the fund different from what you own.
Investing in the Future of Healthcare
Healthcare has been the worst-performing sector in the S&P 500 so far this year.
Making Sense of Nvidia’s Earnings & ETF Impact
The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.
The Coming Labor Crisis & America’s Robot Revolution
Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even though manufacturing has been contracting (PMI below 50 for more than two years), the U.S. still has 380,000 unfilled manufacturing jobs.
The Strategic Importance of Robo-Advisory & Hybrid Solutions Within Financial Institutions
The shift away from pure robo models does not reflect a rejection of digital tools. Instead, the industry is increasingly embracing hybrid frameworks — combining automated portfolio construction with human advisory support.
Beyond Broad Healthcare: A Smarter Prescription for Growth
Investing in healthcare has long been a cornerstone of defensive, long-term growth strategies. It is, after all, a massive and expanding segment of the global economy.
U.S.-Japan Tariff Deal Eases Investor Anxiety Over Robotics
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
VettaFi AI Expert Reveals Key Investment Opportunities
The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.
3 Reasons Every Financial Advisor Should Partner With a Tax Firm This Year
Integrating tax expertise into your practice not only mitigates this risk but also transforms the way you serve your clients. Here are three compelling reasons to partner with a tax firm this year.
AI is Transforming Markets
AI is rapidly increasing the speed and accuracy needed for financial market research and trade execution.
Office Hours with ROBO Global ETFs
This is a great opportunity to engage directly with the experts and get answers to your specific questions about the current investment environment and the ROBO Global ETFs.
Advisors: Guiding Client Families in the AI Revolution
The AI revolution is here. And for financial advisors, it's important to know AI is impacting the career paths of clients and their children.
MIT’s Andrew Lo Sees AI Ready to Run Your Money in Five Years
A year ago, Andrew Lo asked ChatGPT for its opinion on Moderna Inc., a biotech stock that soared during the pandemic era. The advice: sell. He didn’t. The stock plunged.
Raymond Bridges on BDGS ETF, Sortino Ratio, and Active Management
Raymond Bridges, Managing Director of Bridges Capital, discusses the strategy behind the Bridges Capital Tactical ETF (BDGS), emphasizing the importance of risk-adjusted performance and the value of active management. VettaFi’s Zeno Mercer examines the rapid evolution of healthcare technology and highlights the ROBO Global Healthcare Technology & Innovation ETF (HTEC).
The Emotional and Time Value of Advice
In this paper, we study the emotional benefits and time-saving value that paid professional financial advice provides to clients.
AI Posts Strong Q2 Returns as Inference Economy Takes Hold
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
The AI Arms Race Heats Up: June’s Robotics & Automation Playbook
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
Artificial Intelligence Discussion Closes Out Midyear Symposium
Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.
Robotics Is Real. The Discount Is Too
During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.
Investment Opportunities as AI, Robots Transform Labor
The question isn’t whether robots will transform global labor markets. It’s how quickly the transformation will unfold. This transformation presents both unprecedented challenges and remarkable opportunities.
What Do ETF Boards Do? MFDF’s Carolyn McPhillips Explains
Carolyn McPhillips, President of MFDF, sheds light on the evolving role of ETF directors and their growing importance as investment products become more complex – particularly in emerging areas like crypto and private assets. VettaFi’s Zeno Mercer explores artificial intelligence ETFs, highlighting new launches and offering tips to help investors navigate this rapidly expanding category.
$50 Trillion Opportunity: USA Robotics & AI ‘Manhattan Project’
For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.
The dynamic trends shaping robotics, AI, and healthcare
Join Zeno Mercer, Research Lead at ROBO Global as he explores earnings season, reshoring, and the opportunities and challenges presented in a host of sectors.
AI, Robotics & the Future of U.S. Manufacturing
As discussions about reshoring continue to dominate economic policy debates, VettaFi hosted a timely webcast with Dr. Daniela Rus, director of MIT’s Computer Science and AI Lab (CSAIL).
iPhones Defined the Last Era, Proactive AI Agents Will Define the Next
A monumental week of announcements from Google, Microsoft, and Anthropic signals a strategic shift from standalone AI models to integrated “AI agents” that can act on a user’s behalf.
Gen Z, Don't be Fooled by GenAI Financial Advisers
The wealth management industry is prepared to court its newest potential clients: Gen Z. Instead of trotting out older professionals with decades of experience, companies are utilizing generative AI to develop digital assistants.
Buffer ETFs vs. T-Bills: A Total Cost of Ownership Perspective
Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.
529 Plan vs. Roth IRA
529 plans and Roth IRAs are two tax-advantaged accounts designed to help you save for future expenses.
Current Thoughts on Tesla
Today Tesla is not trading based on car sales but on future dreams of self-driving robo-taxis, robots, semis, and whatever else Elon dreams up. The car company may be worth $100 billion to $180 billion; the rest is what investors are willing to pay for Elon’s dreams.
Market Insights: Q1 Performance and Innovation
Join our upcoming webinar for a comprehensive review of ROBO Global's flagship indices and their standout performers from the past quarter.
ETF Prime: Live from Exchange!
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, along with VettaFi’s Cinthia Murphy and Todd Rosenbluth, to spotlight the year’s most anticipated ETF event and discuss the industry’s hottest trends.
The AI Race in Wealth Management is About to Speed Up
The wealth industry could be headed into an era of accelerated innovation, as advisory firms shift from zero to full speed ahead with artificial intelligence.
2025 Outlook: Healthcare Technology & Innovation
The healthcare industry's bellwether event, the JP Morgan Healthcare Conference (JPM25), kicked off the year as it traditionally does,
Is the Future of Financial Advice Online?
While it seems unlikely that digital solutions or the internet will ever fully supplement human advisors, the ecosystem of financial advice and information is likely to continue to evolve and increasingly be online in the future.
AI Horizons: Redefining the Future of Robotics and Business Innovation
Join the experts at ROBO Global for a free educational webcast and set yourself up for a deeper understanding of AI and Robotics.
Robinhood IRA Match Can’t Take the Place of a 401(k)
Everyone should have access to a quality retirement plan. That should not be a radical statement. People deserve to age with dignity and not worry about outliving their savings or paying for necessities like shelter and food.
Disruptive Theme of the Week: ETF Plays on the Stargate Project
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
REX Financial's Greg King Discusses Crypto ETF Filings, Leveraged Single-Stock ETFs, & More
REX Financial’s Greg King discusses the firm’s recent crypto ETF filings, including those for TRUMP and DOGE, and explores the growth of leveraged single-stock ETFs, such as the T-Rex 2X Long MicroStrategy Daily Target ETF (MSTU). VettaFi’s Zeno Mercer offers a preview of the year ahead for the “Magnificent Seven” stocks and provides a brief tour of the artificial intelligence ETF space.
Elon Musk’s Robotopia Will Bloom in Aging Europe
There will be more humanoid robots than people by 2040, Elon Musk recently bragged.
Why Technology Makes Modern Financial Planning More Human Than Ever
Thanks to technology and the rise of passive investing, putting together a sophisticated, diversified portfolio has never been easier.
The New AI Stock Pickers Are Destined to Disappoint
Meet the new stock pickers. They will remind you of the old stock pickers.
Exchange Is Where Top Issuers Share Ideas
The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.
2024 Recap for Pure-Play Robotics Ecosystem & Outlook Ahead
The robotics space has underperformed broader tech recently, leading to investment opportunities as the market underappreciates major tailwinds.
What Trends to Watch in Robotics and AI
Join the experts at ROBO Global and from MIT for an educational exploration of how the robotics space is primed to impact the broader world of investing.
Comeback for REIT ETFs? Hoya Capital’s David Auerbach Goes In-Depth
Hoya Capital’s David Auerbach delves into the recent performance drivers of REIT ETFs and outlines key considerations for investing in the sector. VettaFi’s Zeno Mercer highlights Tesla’s recent “We, Robot” event and offers perspective on the price of bitcoin moving forward.
Your Next Financial Adviser Will Be on an App
Just as the industrial revolution changed the way goods are manufactured and consumed, so the technological revolution will do for services. Once something can be made at scale, the market for it can expand and be segmented. The same goes for financial planning.
Are You Ready to Embrace the End of AUM-Based Fees?
With the advent of artificial intelligence (AI) in financial services, the pressure to move away from the AUM model is mounting. Has the time come for you to rethink your approach to compensation?
Private Equity in an ETF? ERShares Founder Joel Shulman Explains
ERShares Founder Joel Shulman goes in-depth on what’s being called the first ever private-public crossover ETF, the appropriately named Entrepreneur Private-Public Crossover ETF (XOVR). VettaFi’s Todd Rosenbluth discusses Nvidia from an ETF angle, highlighting products with varying exposure to the high-flying stock.
Euro Rally Risks Being Abruptly Cut Short by Jerome Powell
The euro’s August gains have been relentless, taking it to a one year high against the dollar on Wednesday, but a cautious tone from Federal Reserve Chair Jerome Powell on Friday could turn that momentum around.
Transform Risk Into Opportunity
Many financial advisors exhibit a risk-averse attitude, leading to missed opportunities for growth and innovation.
What Your Advisory Firm Will Look Like in 2035 (If It Still Exists)
AI and automation will revolutionize the financial advisory industry. These technologies enhance efficiency, improve client communication, and enable data-driven decision-making. By 2035, AI will be integral to most advisory firms.
AI Reviving the Nuclear Renaissance
The rapid expansion of AI has reopened the floodgates for renewables. But it's also propelled nuclear power into the spotlight.
Disruptive Theme of the Week: Defense Technology
Disruptive theme of the week: A confluence of factors have combined to make defense technology a compelling ETF investment theme.
ETFs, CEFs & More: MLP Investment Products Evolve
VettaFi discusses changes in the MLP/midstream investment product landscape.
Big Changes Are Coming
Few advisors are prepared for the massive change coming to the advisory profession. It will not be a slow rollout over decades. In three to five years (if not sooner), how advisors do business will fundamentally change.
A Wealth of Well-Being: A Holistic Approach to Behavioral Finance
A few years ago, I was speaking to financial advisors about saving, spending, financial well-being, and life well-being.