Articles by Todd Shriber
- Ideas and Innovation for Financial Advisors - Advisorpedia
The $1.75 Trillion IPO Advisors Can’t Ignore: What the SpaceX Deal Means for Clients
Underscoring the magnitude of the SpaceX IPO, it’s poised to break that record by more than double.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How AI Will Affect Cybersecurity Investing
Rightfully spooked by speculation that AI can do the work currently performed by cybersecurity vendors and potentially do it cheaper and more effectively.
- Ideas and Innovation for Financial Advisors - Advisorpedia
10,000 Americans Turn 65 Daily — And They’re Questioning Social Security
It’s not a one-size-fits-all approach, but there are some familiar assets that can ease the Social Security blues.
- Ideas and Innovation for Financial Advisors - Advisorpedia
A New Golden Age of Annuities Is Here
Advisors should expect more clients to be annuities-inquisitive meaning this is a great value-add/conversation starter for clients near or in retirement.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Annuities Are Surging Again — And Why Gen X Is Driving the Comeback
Being in crisis levels and clients increasingly worried about outliving their assets, it’s not surprising annuities are garnering renewed attention.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Believe It: Annuity Sales Set Records in 2023
Put simply, many clients assume that annuities are too expensive when in reality, that’s not the case. #annuity #advisors
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Next Evolution of ETFs: Tokenization, AI, and the End of Market Hours
Tokenization has the potential usher not only 24/7 market access for ETFs, but more rapid trade settlement as well.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Hype vs. Reality: How to Spot Crypto Press Releases Designed to Mislead
With the menu of financial advice, data and media options expanding at a rapid pace, investors need to ultra-selective in how they allocate trust.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Bitcoin Just Got Risky Again—Smart Advisors Are Turning to Protected ETFs
Based on pricing seen late on March 30, Bitcoin would need to nearly double to return its all-time notched last October.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Institutional Investors Altering Crypto Approaches, Not Running Away
Cryptocurrency remains on the radars of institutional investors, but those high-level market participants are altering their approaches to the asset class.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Bitcoin Protection Real, Accessible With These ETFs
Fortunately, there are ways to access the king of digital currencies in protected thanks to exchange traded funds ETFs.
- Ideas and Innovation for Financial Advisors - Advisorpedia
New Crypto ETF Debuts at Challenging Time, but Keep an Eye on It
With Bitcoin’s recent, deep slide, all the gains from the post-2024 presidential election rally are gone, but that’s not even the worst of it.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Advisors Are All-In on Crypto ETFs—But How “Pure” Is Their Exposure?
In other words, access is expanding and ETFs are playing a big part in that encouraging theme, but there’s room for growth.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Understanding the Rhymes, Reasons of Bitcoin’s ‘Seasons’
Bitcoin had its moments in 2025, at one point racing to an all-time high, but as noted in the charts below, the largest spot ETFs faltered.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Institutions Are Loading Up on Bitcoin—Here’s What They Know That Retail Doesn’t
Institutional investors aren’t being shaken out. In fact, their devotion to and interest in Bitcoin is steady, if not rising.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Crypto Voters Could Swing 2026 and 2028 — And It’s Not About Party Politics
Democrat or Republican – can make headway with crypto-inclined voters with the right messaging.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Decline of ESG: Are Investors Backing Away?
Be sure, many ESG funds, active and passive, are here to stay and companies are still talking about ESG, but they’re using different vernacular #ESG
- Ideas and Innovation for Financial Advisors - Advisorpedia
Growth Dominated for Years—So Why Is Value Suddenly Winning Again?
Value investors can take heart because 2026 is delivering signs that market breadth is widening and large-cap value stocks are benefiting.
- Ideas and Innovation for Financial Advisors - Advisorpedia
CAGE Match: The First Autocallable Growth ETF Aiming to Outrun the S&P 500
The new ETF has a clear objective: compound and grow wealth at a clip in excess of the S&P 500 over the long-term.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Vanguard Makes a Splash With New, Cheap International Style Funds
Two new ETFs: the Vanguard Developed Markets ex-US Value Index ETF VDV and Vanguard Developed Markets ex-US Growth Index ETF VDG.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Space Trade Is Heating Up: How a New ETF Is Capitalizing on the SpaceX Effect
Home to 28 stocks, the new ETF’s roster “includes companies involved in the development of rocket launch systems and reusable rockets
- Ideas and Innovation for Financial Advisors - Advisorpedia
A New Way to Play AI: Inside the First ETF Targeting the Memory Chip Boom
The aptly tickered Roundhill Memory ETF DRAM debuted on April 2 as the first ETF dedicated to memory chipmakers.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Leverage Analyst Sentiment With a New Developed Markets ETF
Let’s take a look at how VEFA can complement or replace traditional international exposures in client portoflios.
- Ideas and Innovation for Financial Advisors - Advisorpedia
QQQ vs. IQQ: The $445 Billion Battle Advisors Can’t Ignore
It’s possible that grip could loosen because iShares parent BlackRock filed plans for the iShares Nasdaq 100 ETF, which trade under the ticker IQQ.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Currency Hedging Works? This ETF Is Quietly Proving the Critics Wrong
Accrued by way of DDWM’s dynamic currency hedging mechanism, dispelling the notion that investors are better off not fiddling with currency hedging.
- Ideas and Innovation for Financial Advisors - Advisorpedia
ETF Share Class Trend Ramping Up, but There Will Be Bumps
The door is wide open for more ETF share classes to come to market because Vanguard’s patent on that structure expired in 2023.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Low-Volume ETFs Could Be the Smartest Trade You’re Not Making
However, the reality is all volume tells us is how frequently an ETF changes hands – not if it’s delivering good or bad returns.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Invesco Launches an Equal-Weight Cousin to QQQ
Help advisors and investors get past some of the trepidation they often express with new ETFs. QEW which follows the Nasdaq 100 Equal Weighted Index.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Dimensional Debuts First ETF Share Class. Are the Floodgates Open?
DFA becomes the first firm since Vanguard to roll out ETF share classes of incumbent index or mutual funds.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Worried About Market Drawdowns? This “All-in-One” ETF Strategy Is Turning Heads
The first quarter isn’t yet in the books and many investors are feeling as though 2026 brought more volatility than they bargained for.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Tax Season Wake-Up Call: Why ETFs Keep Winning the Cost Battle
It’s low total cost of ownership that’s driving so many advisors and professional and retail investors to these funds.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Options Income ETFs Matter. So Does Being Selective.
Cautionary tales, particularly pertaining to high fee ETFs with jaw-dropping yields that do little more than return investors’ capital to them.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Calamos Autocallable ETF a Star Among 2025 Rookie ETF
Translation: In the always and increasingly competitive ETF arena, it’s hard for new funds to stand out.
- Ideas and Innovation for Financial Advisors - Advisorpedia
This Dividend ETF May Be a Better Value Alternative
Some of value funds advisors and investors most revere may not be serving up the amount of value end users expect.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Surging Oil Prices Are Sparking This MLP ETF to the Upside
The $12 billion AMLP, which tracks the Alerian MLP Infrastructure Index AMZI, jumped nearly 4% in the first week of March.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Some Momentum for a Popular Momentum-Driven ETF
Lofty weight to tech stocks, the index is a sector-agnostic basket as its primary focus is large- and mid-cap stocks displaying appreciating price momentum