Exchange

We had a blast in Miami, but next year we're embracing the bright billboards of sunny Las Vegas! That's right! #ExchangeETF 2025 is coming to Vegas March 23–26, 2025 🎲 We'll save you a spot. General registration opens soon. #FinancialAdvisors #FinancialAdvising

People trust Columbia Threadneedle Investments, US to make investments that make a difference, and we're excited to partner with them again for Exchange 2025. Register for Exchange today and meet thought leaders like Columbia Threadneedle Investments, US ➡️ http://exchangeetf.com #FinancialAdvisors #FinancialServices

No one knows your brand better than your clients. Want to know your company's value-proposition? Ask a client. What to know your company's short-hand in the marketplace? Ask a client. If you don't like what you hear, you certainly know where to focus. For me, when I think of the brand of the Exchange conference, I think it is all about "transforming financial services from an industry to a community". But, when I ask asset managers, they say, "It's three months of meetings in three days." Thankfully, I love their answer because it's 100% true, and to be honest, it's a great brand for a conference. See you in Las Vegas for Exchange 2025! TMX Group VettaFi

The #1 topic financial advisors want to learn more about? Portfolio strategies. Orla O'Dwyer and I wrapped our monthly meeting with the 2025 Exchange Advisor Council – and guess what was on the agenda? Portfolio strategies. 😉 We covered the gamut – from passive to active, traditional asset classes to new investment approaches. The common thread shared by our advisor community was a need for actionable takeaways and learnings. Particularly around: 📊 Portfolio construction: Many advisors are facing similar market and portfolio challenges – and would welcome expert guidance and tangible portfolio tips to approach certain scenarios. 🏢 Alts: Alts continue to garner interest. Advisors are looking to be more educated on the various asset classes within the alts ‘bucket,’ and frameworks for how to allocate within a portfolio. 🤖 Thematics: How should advisors think about funding or allocating to a thematic strategy? Is the investment idea a long-term trend or a short-term fad? Lots of questions - and advisors are looking for answers! Advisors, what portfolio or investment strategies would you like to learn more about? We’re dedicated to building a valuable experience for you - the more input we get the better! After all, Exchange is a conference for advisors, by advisors. #ExchangeETF #PortfolioStrategies #PortfolioConstruction #Alternatives #Thematic

Chelsea Ransom-Cooper, CFP® is breaking barriers in financial planning. Learn how her firm, Zenith Wealth Partners, is tackling systemic wealth inequality. Hear her insights from #ExchangeETF: https://lnkd.in/g2HDttWA #financialplanning #womeninfinance #wealthmanagement

Asset Managers: Facing headwinds meeting your goals? Exchange 2025 could be just the launchpad you need. Swipe to see how an Exchange partnership can help you. Learn more about sponsorship opportunities for Exchange 2025: https://lnkd.in/gYz5E_ei #ExchangeETF #AssetManager #FinancialServices

@Exchange in Las Vegas is ready to accept registrations! Amazing conference for networking and education. #etfexchange #cfps #financialadvisors #cecredits #etfs

J.P. Morgan Asset Management isn't just a leading #activeETF and portfolio solutions provider, they're also an incredible partner for Exchange. This year, their support helped hundreds of #FinancialAdvisors connect, learn, and give back to the community. Thanks for helping us make #ExchangeETF a value-packed advisor event, J.P. Morgan Asset Management!

Check out our interview with David Garff at this year's Exchange conference and see how he's planning on expanding his book of business globally: https://lnkd.in/gMHzGmX5 Register today and join leaders like David at #ExchangeETF 2025: https://lnkd.in/gM7A6f6g #FinancialAdvising #FinancialServices Accuvest Global Advisors

#AssetManagers: Advisors are flocking to live events and in 2025, Exchange is the place to be! Jon Fee shares how to engage with #FinancialAdvisors at scale and jumpstart your annual plan. Read his take on in-person events and how you can be a part of it all: https://lnkd.in/g9W94kRd #AssetManagement #FinancialAdvisors