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Tag Archives: robo-advisors

Oct 26, 2016

It’s Now Easier to Strengthen Your Core With Municipal Bonds

We all know we should work on and improve our core, but how many of us have the discipline to do it?  I interviewed two financial advisors who are strengthening their core by using municipal bond indices and the ETFs that track them. Matt Papazian is founding partner and CIO at Cardan Capital Partners of…


Jul 23, 2015

Two More Disruptive Ideas for Advisors

My last post summarized some of our notes from the recent S&P DJI ETF Masterclass conference in Toronto, on the topic “ETFs as a Catalyst for Canadian Advisory Growth”. We discussed some disruptive innovations that are changing the fabric of wealth management, and how some of Canada’s leading wealth management thought leaders propose to address them. This post will continue…


Jun 29, 2015

A Time of Disruption and Change for Canadian Financial Advisors

On June 24, 2015 S&P Dow Jones Indices hosted an ETF Masterclass in Canada: ETFs as a Catalyst for Canadian Advisory Growth.  In advance, we believed that what would be top-of-mind for advisors was the use of ETFs for global diversification.  Our panels were also prepared to address proactively positioning their firm for regulatory change,…


Jun 16, 2015

Et tu, Robo?

Many US financial advisors must feel like they are “under the gun” as the President and parts of his administration call for a stronger fiduciary standard.  Simultaneously, I receive several emails per day on “robo-advisors” and how they spell doom for financial advice as we know it.  I find the second challenge to financial advisors…


Jun 12, 2015

How Two Robo-Advisors Define Core

I was intrigued by the recent Barron’s cover story on robo-advice.  The Barron’s article described example portfolios for Betterment, Charles Schwab, Vanguard Personal Advisor Services, and Wealthfront.  As I mentioned in my last post, robo-advisors are power-users of indexing and ETFs.  So I thought that it would be interesting to compare and contrast some of…


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