Advisor Upside Podcast

About Advisor Upside Podcast

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in bi-weekly for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice.

Publisher

etf.com

Category

business

Language

en

Explicit

No

First episode

18 Mar 2024

Latest episode

25 Feb 2025

Latest episodes

1 of 32 episodes have a transcript.

1. 

   25 Feb 2025

   2/25/25 - Does Private Equity Belong in ETFs?

   Jake Miller of Opto Investments discusses whether private equity access through ETFs is truly beneficial.

2. 

   11 Feb 2025

   2/11/25 - Is Index Investing Causing a Market Bubble?

   Mike Green of Simplify Asset Management explains how passive investing's success creates unprecedented market risk in this interview.

3. 

   4 Feb 2025

   2/4/25 - Vanguard Strategizes Fixed Income, Wealth Management

   Brent Beardsley, Head of Advisor Solutions, discusses Vanguard's fixed income strategies and wealth management evolution in this interview.

Inside a recent episode

7/16/24 - Where Politics and ETFs Collide

Published 16 Jul 2024 · Transcript excerpt

[…] Do you have any outreach to them? Do you do advisors ever reach out to you? Do you feel like you have any market share there? I doubt it. I mean, but we will, you know, we've got a couple of buy -and -hold ETFs. And again, I'd love to work on products that make a lot of sense. So, we've got BWTG, which is crushing the market and an investment strategy that there's just nothing like it. What is it? Tell us about it. Yeah. So, BWTG is Brendan Wood's top -gun. What Brendan Wood does is they survey the top money managers, family offices, hedge funds out there. And they do massive surveys. But one of the things I ask these guys is what stock or stocks do you plan on buying more of or buying for the first time over the next few months? […]

Who has been a guest on Advisor Upside Podcast

Names identified in recent episode analyses. Showing up to five guests.

• Jake Miller
• Mike Green
• Brent Beardsley
• Rob Arnott
• Bob Doll

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

5 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 26 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

29

Social presence

0

YouTube

0

Engagement

60

Contact Advisor Upside Podcast

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.