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Modelist Kent Peterson Finds Value in Exchange

Last year at Exchange, VettaFi interviewed Kent Peterson, CIO of Modelist. Founded by Joe Mallen...

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Acquisition Deals Signal Advisor-Centric Consolidation

Recent deals highlight asset managers’ race to capture the booming demand for model portfolios...

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Small-Cap ETFs Draw Fresh Interest Amid Rate Cuts

Small-cap ETFs are attracting renewed investor attention after months of outflows, with market...

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Schwab Earnings Showcase Dominant Growth & ETF Momentum

On Wednesday, January 21, Charles Schwab released its Q4 2025 earnings, along with its monthly...

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SPY Turns 33: How Does It Compare to Other S&P 500 ETFs?

SPY, perhaps the best known ETF and a standard bearer for the ETF ecosystem overall, launched 33...

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Exchange Opens Up Peer Learning Opportunities

The Exchange conference will bring the finance community together in Las Vegas March 15 through...

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Buy on the Dip Prospects: January 21 Edition

Below is a look at ETFs that currently offer attractive buying opportunities.

The ETFs included...

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2025 Marked a Record Number of Mutual Fund to ETF Conversions

2025 will go down as another year of record-breaking achievements for exchange-traded funds...

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ETF Industry Sets Annual Inflow Record at $2.37T

The exchange-traded fund industry closed 2025 with its strongest year ever for investor demand,...

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From Tactical to Essential: Japan Anchors Intl' Equity Comeback

International equities had a strong 2025, largely anchored on a focus on valuations. Now, as the...

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The Hidden Growth Crisis Facing Newly Independent RIAs

The champagne has gone flat. After months of planning the great breakaway, signing independence...

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Decoding the Bull Case for Small Caps

There’s a lot of buzz about the opportunity in US small cap stocks this year. There’s a...

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BlackRock Earnings: Company Hits Record $14 Trillion in Assets Behind Strong ETF Flows

BlackRock reported earnings this week, sharing a major milestone. The financial giant shared in...

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Fed In Flux Creates Opportunity for this Senior Loan ETF

More uncertainty on the direction of interest rates in 2026 and political feuding could leave a...

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Saudi Arabia Capital Markets Go Global

Saudi Arabia is officially opening its capital markets more broadly to foreign investors....

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An Inside Look at the Exchange Community

Exchange has always been built on the power of community. Events are more than what happens on...

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South Korea ETFs: Tailwinds Carry Over From 2025

2025 was a significant year for international investing. Many portfolios keep international...

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Vanguard Talks Active Equity ETFs With Wellington

Vanguard Group Inc. is bringing its decades-long relationship with Wellington Management into the...

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Sell on the Pop Prospects: January 14 Edition

Here is a look at ETFs that currently offer attractive short selling opportunities.

The ETFs...

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Bond King Reviews 2025, Offers Clues to 2026 in Webcast

DoubleLine CEO/CIO Jeffrey Gundlach waxed market poetic in a recent Just Markets. He looked back...

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JPMorgan, Delta Offer Opportunities Amid Earnings Season

Earnings season is in full swing, and many of the market’s most-watched companies are delivering...

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New Home Sales Practically Unchanged After September Rise

New home sales were practically unchanged in October following September’s increase....

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Seeking Diversification as the S&P 500 Nears 7,000

As the S&P 500 and Dow Jones Industrial Average continue their record-breaking ascent into...

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Tamer Bull Market: Income-Enhanced ETFs Set to Shine

It’s historically rare to see a three-year winning streak of 20% or more for the S&P 500, but...