Home Financial Advisor That is a Wrap! ETF Alternate

That is a Wrap! ETF Alternate

That is a Wrap! ETF Alternate



I’m again residence after a busy three days in Miami for the large ETF Alternate convention. It’s a really busy trade occasion – I think a ton of enterprise is completed, offers closed, and gross sales made. It’s additionally a monster networking occasion, the place you get to fulfill new individuals and see outdated buddies. It’s about 40% RIAs, 60% trade — ETF suppliers, servicers, fintech, and different trade stalwarts.

There are far worse locations to be in February than Miami.

Most of what I do at occasions like that is on the content material facet – search for my interview with Vanguard Group CEO Tim Buckley subsequent weekend – however at this occasion I paid shut consideration to the deal-making. It’s fairly fascinating to see out within the open what usually takes place in workplace convention rooms: Schmoozing, gross sales, hiring, and even acquisitions.

Coming into the foyer of the Fontainebleau resort jogged my memory of strolling onto a buying and selling ground within the Nineties: a frenetic wall of sound hits you as quickly because the door opens; the power is overwhelming. (My purpose is to keep away from shedding my voice over the din). When you’ve by no means skilled a dwell buying and selling ground from that period, watch the pit buying and selling scene within the final 20 minutes of Buying and selling Locations; it’s probably not a lot of an exaggeration.

This convention was created by Advisor Circle, which is similar group we work with producing FutureProof. (Plenty of this occasion was additionally exterior). They’ve handed off this convention to Vetta Fi, and Dave Nadig did an incredible making a enjoyable and informative run of content material. (I liked watching his gushing fan boi interview over skateboard legend, Rodney Mullen).

Alternate is a really completely different viewers than FutureProof, with some overlap; this occasion makes me very jazzed for what we’re placing collectively for our September 2023 occasion.

Some highlights over the previous few days:




Print Friendly, PDF & Email



Please enter your comment!
Please enter your name here