Robo Advisors

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.

OpenAI leader Sam Altman made headlines earlier this month, touting a semiconductor project requiring trillions of dollars.

Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.

A new ETF playoff champion has been crowned. Artificial Intelligence routed spot Bitcoin ETFs to claim the first-ever ETF championship.

So much of the market’s focus on the AI narrative has emphasized AI’s place in information technology firms. Chatbots like ChatGPT foretell a world of AI agents helping humans boost productivity, push creativity forward, and improve efficiency.

The “magnificent seven,” Amazon, Alphabet, Apple, Meta, Microsoft, Nvidia, and Tesla, soared 112% (equally weighting each). They outperformed both the SPDR S&P 500 ETF Trust (SPY), which is weighted by market cap, and the Invesco S&P 500 Equal Weight ETF (RSP), which weights each stock equally.

Will 2024 see AI continue to drive markets forward as forcefully as it did in 2023? That’s one of the big questions facing equity investors in a market shadowed by inflation and the lagging impact of high rates.

What was the biggest story in ETFs in 2023 for you? What has the potential to have a lasting impact on the industry? Or is there something you think was a flash in the pan?

It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.

A year ago, I’m pretty sure I had little idea what artificial intelligence (AI) was and what it could become. While there were a few related ETFs, AI was just another one of the long-term investment themes.

This is an exciting time for artificial intelligence and robotics stocks, with many companies reporting and some major news announcements. This week, for the Disruptive Theme of the Week, I reached out to VettaFi’s Senior Research Analyst, Zeno Mercer, for an update on the latest developments in AI and robotics.

Advisor Perspectives, the premier digital publisher for the financial advisory profession and a recent addition to the fast-growing VettaFi lineup of research and educational offerings, today announced that it has been ranked as the most-read electronic newsletter among financial advisors for the fifth year in a row by Erdos Media Research’s Financial Advisor Media Outlook and Usage Study (FAMOUS).

Third-quarter earnings announcements have almost come and gone, with yesterday being the last big burst of companies. Some key firms have yet to announce, like Nvidia and Walmart, but everything I’m seeing says it surpassed expectations.

Innovative provider of custom indexes becomes a key part of a growing suite of VettaFi index solutions, which now power nearly $19 billion in ETFs and other vehicles.

Is AI going to be a major part of our lives going forward? Is it worthy of being classified as a megatrend? What are the best ways to access it as an investment? What are investors overlooking about AI as an investment theme?

Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.

While younger investors have taken a growing interest in artificial intelligence, advisors are cautioning individuals against using AI. They’ll use a do-it-yourself approach in hopes of gaining an investing edge.

Fresh from the Mining Disrupt conference in Miami, Frank Holmes shares his perspective on a resilient Bitcoin market and the upcoming halving event, amid ongoing debates around the need for regulatory clarity. From an optimistic outlook for a U.S. spot Bitcoin ETF to state-level breakthroughs in Bitcoin mining laws, this account offers a comprehensive glimpse into the evolving digital asset landscape.

To provide some insights into what is going on with AI, we use data pulled from LOGICLY to gain an in-depth perspective on the three-month performance of the two largest AI-focused ETFs.

One crystal-clear pattern has emerged. Everyone wants real-world, specific examples of how AI can and can’t enter into an advisor’s, investor’s, or creator’s workflow.

ChatGPT and AI seem to be everywhere these days, but what do they really mean for asset management and financial advisors? Does AI arrive as just a theme, or can it really have an immediate impact on financial advisors’ work?

Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards (the “Wealthies”). VettaFi is one of two firms to be recognized for outstanding achievement in research innovation. The Wealthies was the first award program of its kind to honor companies, organizations, and individuals supporting financial advisor success.

Tired of the AI hype yet? It’s OK, I understand. I’m tired of it too. The pace of human progress — and our insatiable need to be entertained by the shock of the new — seems to be forevermore in the “hockey stick” part of the growth curve.

Artificial intelligence (AI) has revolutionized how we live and work, and it is now poised to transform the investing world. As technology continues to evolve and mature, investors are increasingly turning to AI-focused ETFs to gain exposure to this dynamic and rapidly growing sector.

Today’s competitive landscape is creating an interesting opportunity for discussions between money managers and their small business owner clients looking to incorporate more technology-centric investments into their portfolios.

Our 2022 ESG manager survey findings reinforced our belief that the integration of environmental, social and governance (ESG) factors into investment processes is here to stay.