The Future for Thematic ETFs
Founded in 2018, Defiance ETFs is an ETF sponsor and registered investment advisor focused on thematic investing. Its suite of rules-based ETFs allows retail and institutional investors to express a targeted view on dynamic sub-sectors that are leading the way in disruptive innovations.
Get Clear, Get Focused, Get to Work
Today I am speaking with one of the advisory profession’s preeminent thought leaders, business strategist and success coach Stephanie Bogan. Stephanie is going to share her perspective on the value of coaching, some of her favorite lessons she has learned along the way as a coach and what it takes to really be Successful…in all aspects of your life, not just as an advisor.
Why Does March Feel So Long Ago?
It seems like ages ago that our firms closed their doors and we scrambled to set up home offices. We weren’t sure what challenges lay ahead, and the market took our breath away in those first intense weeks. But while we don’t like having to cope with a disaster, human beings tend to do well in a crisis and to adapt quickly to massive disruptions.
Want to Deepen Your Relationships? Just Ask
We think that if we can just impress others with our smarts, charm, wit, worldliness, hipness, etc., it’ll blow people away and they will spread the word about how lucky they are to know us. Unfortunately, this self-centered approach isn’t effective.
Fiduciary Advice: Where Do We Go From Here?
An historic realignment of fiduciary advice has snuffed out 40 Act principles. The SEC, the coming DOL Rule, and CFP Board standards have rejected them. The realignment reveals a path of destruction – to the law, language and logic.