No Jacket Required: Inside the World of New School Wealth Management


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One of the main drivers behind the rise of ETFs and index funds is the fast-changing world of wealth management. RIAs have always been the early adopters of ETFs and remain big users today.

On this episode of Trillions, we explore their world via a new conference by advisors for advisors called WealthStack. These are not your father's stock brokers but rather a younger, more casual, fiduciary-minded, tech driven group of wealth managers looking to stay ahead of the curve. We interviewed about a dozen attendees on topics such as the future of advice, ETFs, social media, concerns over passive, technology and direct indexing.

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