ETF Funds: Growth Strategies for Advisors in 2023

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In this interactive session with three VettaFi Voices, you will learn where the money flowed into and out of in 2022, how advisors are utilizing ETFs in their practice to meet strategic and tactical client objectives, and what the focus will be in the year ahead. Get smarter about one of the most popular financial products and understand how they can help keep clients on the path to their financial goals.

Accepted for 1 hour CE: CFP®, CFA®, CPWA®, CIMA®, CIMC®, RMA®, WMCP®, RICP®, CHFC®, FSCP®, CLU®, CHSNC®, CAP®.

Speakers

Todd Rosenbluth
Head of Research
VettaFi

Todd Rosenbluth is the Head of Research at VettaFi. He oversees the firm’s research into ETFs, product trends and advisor behavior. He previously was head of ETF & Mutual Fund Research at CFRA. Todd is frequently quoted in the financial press at outlets like the Barron’s, the Financial Times, Investment News and the Wall Street Journal, has spoken at various ETF conferences.

Tom Lydon
Vice-Chairman
VettaFi

Tom Lydon oversees all critical client relationships and the dynamic growth of VettaFi. Reaching over 100,000 financial advisors, VettaFi is one of the largest data-driven platforms built to empower and educate the modern financial advisor. VettaFi produces and circulates a variety of strategic and educational content to fuel the research process for financial advisors. In addition, the VettaFi team works closely with asset managers to embrace behavioral data and AI to better connect with the needs of financial advisors and self-directed investors.

Lydon contributes to many major media outlets including CNBC, Fox Business, Yahoo, Forbes, The Wall Street Journal, Investor’s Business Daily, and MarketWatch. As the author of iMoney, The ETF Trend Following Playbook, and the expert behind the ETF of the Week with Tom Lydon podcast, he is an ETF influencer and industry luminary.

Dave Nadig
Financial Futurist
VettaFi

Dave Nadig is the Financial Futurist at VettaFi. In this role, Dave explores how the large-scale forces of technology, politics, human behavior, regulation and economics are impacting the future through the lens of retail, advised and institutional investors, helping them make better decisions today to prepare for a probabilistic future. Prior to joining VettaFi, Dave has been CEO of ETF.com, Director of ETF Research at Factset and has held strategy and portfolio roles at Blackrock (nee Barclays Global Investors), MetaMarkets.com and Cerulli Associates. He’s written the CFA’s definitive book on ETFs, “A Comprehensive Guide to Exchange Traded Funds,” and his nightstand is currently dominated by books on neuroscience, human behavior, cognitive science, philosophy, market structure and systems thinking, making him a hit at parties. He spends as much time as possible outside in the New England woods.