Articles by Todd Shriber
- Research
Women Will Control Trillions. Advisors Who Still Mansplain Will Lose.
More than knowing women have different financial goals and needs than men. Some of it boils down to improving soft skills and shedding old, bad habits.
- ETF
The HALO Trade Now Has Its Own ETF
In simple terms, HALO refers to shares of companies that even AI is unlikely to ever render obsolete.
- ETF
Bitcoin Indecision Highlights Advantages of Protected ETFs
That indecision puts a spotlight on the advantages of protected Bitcoin ETFs – a concept pioneered by Calamos Investments.
- ETF
Preferred Stocks Are Quietly Beating Bonds in 2026—Here’s Why Advisors Should Pay Attention
Today’s somewhat elevated yields on preferred could signal opportunity with an asset class that offers clients both income and tax advantages.
