About the Episode

In May of this year, Invesco completed its acquisition of OppenheimerFunds, bringing its AUM to $1.2 trillion and making it the sixth largest U.S. retail asset manager. In April of 2018, Invesco completed its ETF business Guggenheim partners. Those deals come at a time when many investors were deserting actively managed funds, in favor of passive, index-tracking strategies.

About our Guest

John Hoffman is head of RIA, private client group and personal investing platforms at Invesco US. John and I discuss the implications of those deals for the advisory profession, and we touch on a number of other topics, like the growth of smart-beta investing and the advent of commission-free ETFs.

Show Notes

Here is a link to the Invesco web site.