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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

Feb 10, 2022

In this episode, we catch up with ETF industry veteran Dave Nadig from ETF Trends to discuss the latest developments within the fund industry.  Of particular interest is the attempt by the investment industry (the public markets ecosphere) to create product giving access to the digital world whose innovation and evolution is occurring with lightning speed.  Can the public sphere and regulators keep up with the innovation, technological changes, and lower levels of transparency that have given a Wild West feel to digital asset investing?  Should the two spheres be crossed or kept separate from an investment perspective?  We also discuss some social media ‘disagreements’ concerning possible negative fallouts from the popularity of indexing and target-date funds as well as disagreements over what constitutes the proper role of ‘stewardship’ by vis-à-vis shareholder proxy voting and shareholder activism.