Sep 6, 2022

In this episode, we take an opportunity to turn inward and discuss our recent acquisition by Freedom Advisors, the owner of EQIS Capital which runs an investment platform for independent financial advisors.  We discuss how our platforms complement one another to offer a wide breadth of services for advisors and reaffirm...

Dec 9, 2021

3D/L's President, John O'Connor and CIO, Benjamin M. Lavine, CFA, CAIA, RICP recently hosted a webinar with Jordan Farris of Nuveen, and John Braccio of Wright-Pierce to discuss the state of ESG investing and real-world applications. The full webinar video can be watched...

Feb 4, 2021

In this episode, we catch up with Dave Nadig, Chief Investment Officer and Director of Research at ETF Trends and ETF Database (owned by ETF Flows, LLC).  We discuss how exchange-traded funds (“ETFs”) fared during the March 2020 market meltdown, Dave’s outlook for the fund industry looking ahead, how we might...

Jan 22, 2021

In this episode, we are pleased to be joined by Ric Edelman, Founder of Edelman Financial Engines and, more recently, Founder of RIA Digital Assets Council (RIADAC).  We dive into the recent surge in investor appetite for digital assets, such as cryptocurrencies embodied by Bitcoin and Etherium, discuss the differences...

Mar 16, 2020

We are pleased to be joined by Jeremy Schwartz, Global Head of Research, and Will Peck, Head of Corporate Strategy, at WisdomTree.  In this episode, Jeremy provides his take on how to make sense of the extreme market volatility this past month.  We then discuss WisdomTree’s foray into the digital asset ecosystem with...