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Future Returns: Why Women Need to Participate in Financial Planning

Future Returns: Why Women Need to Participate in Financial Planning

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VettaFi Voices On: Basking in the Exchange Afterglow

On the heels of Exchange, the VettaFi Voices discuss their highlights from the conference and what stood out to them.

United statesKatie greifeldMichael jordanTom lydonDave nadigVance barseTom hendricksonStacey morrisIan bremmerRoy williams invescoAnna pagliaBrian portnoyTodd rosenbluthDavid braunRodney mullenRoxanna swan

ETF Prime: Balchunas, Crigger, and Nadig Live From Exchange

On the latest episode of "ETF Prime," recorded live at Exchange, host Nate Geraci was joined by Balchunas, Nadig, and Crigger.

Kathleen moriartyDave nadigBloomberg eric balchunasVance barseIan bremmerNate geraciAndrew reidDavid kellyLara criggerInternational stock etfsRise of advisors at exchangeExchange vibesFinancial futurist dave nadigEric balchunasBrian portnoyBetter advisor

The ABCs of High Net Worth Clients: Part 2

Vance Barse, wealth strategist and founder of Your Dedicated Fiduciary, hosted a panel Tuesday discussing planning for high net worth clients.

United statesVance barseGrantor trust flavorsFamily limited partnershipExchange in miamiFamily limited liability companyFinancial planningReal worldFreezing techniquesHigh net worthFamily limited liabilityFamily businessCharitable givingXchange traded fundsStock marketCharitable giving

The ABCs of High Net Worth Clients: Part 1

Vance Barse, Wealth Strategist & Founder of Your Dedicated Fiduciary, talks estate planning strategies for high-net-worth clients.

United statesVance barseExchange in miamiFinancial planningReal worldAltegris investmentsXchange traded fundsStock marketEstate taxHigh net worth clientsLife insurance

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