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Financial Planning

Kamo Jurn
Advisor Intel: Kamo Jurn

Meet Kamo Jurn, a seasoned advisor blending Wall Street experience with founder-focused wealth strategies.

Rony Abboud
By Rony Abboud · 5/7/2025

Latest news about Financial Planning

Advisor Intel: Frank Toth

Smart. Strategic. Human. Frank Toth’s approach to wealth management hits different.

Advisor Intel: Frank Toth

Advisor Intel: Lisa Katterhenry Howe

From legacy planning to ETF strategy, Lisa Katterhenry Howe blends decades of experience with a future-focused advisory approach.

Advisor Intel - Lisa Katterhenry Howe

Advisor Intel: Rachel Wood

Meet Rachel Wood, CFP®, AIF®, Partner and Certified Financial Planner at Legacy Financial Group and learn how the firm helps clients build lasting financial legacies with ETFs.

Rachel Advisor Intel
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Recent educational content

Tidal ETF Industry KPIs

ETF Trends

ETF Industry KPIs July 6, 2026

This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape.

Tidal
By Tidal · July 7, 2026
The ETF Show - The Evolution of Leveraged & Inverse ETFs

Asset TV

The ETF Show - The Evolution of Leveraged & Inverse ETFs

Leveraged and inverse ETFs have exploded in popularity over the past decade capturing more assets as retail traders seek to capture volatility.

Asset TV
By Asset TV · July 3, 2026
The ETF Show - Investors Turn to Small Caps as Value Outperforms

Asset TV

The ETF Show - Investors Turn to Small Caps as Value Outperforms

After years of outflows, small caps have attracted interest as the Russell 2000 outperforms the broad market. Chris Parker, Senior Portfolio Manager from Thrivent Asset Management joins the ETF Show to discuss.

Asset TV
By Asset TV · June 30, 2026
Tidal ETF Industry KPIs

ETF Trends

ETF Industry KPIs 6/29/2026

This week’s KPI data overview highlights key metrics and trends shaping the ETF landscape: 

Tidal
By Tidal · June 30, 2026

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The Active Trader Report

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up

Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading — and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up