Shows
Mussar HaTorahEikev 5784 - The Unseen Force Behind TriumphWelcome to the Mussar HaTorah Podcast for Parshas Eikev. Join us as we explore the weekly Parsha, uncovering valuable insights and striving to become the best versions of ourselves through Mussar teachings.There is a very interesting passuk in this week's Parsha warning Beni Yisroel when they come into the land not to forget how and who gave them all the goodness (8:17):וְאָמַרְתָּ֖ בִּלְבָבֶ֑ךָ כֹּחִי֙ וְעֹ֣צֶם יָדִ֔י עָ֥שָׂה לִ֖י אֶת־הַחַ֥יִל הַזֶּֽה׃And you think, ‘‘My strength and the power of my hand have acquired this wealth for me.’’Rav Henoch Liebowitz asks how is it possible for a people that saw so many miracles while traveling through the desert could even possibly make suc...
2024-08-2105 min
ETF PrimeVettaFi Acquires LOGICLYTom Hendrickson, President of VettaFi, and Emil Tarazi, Head of Product at LOGICLY, discuss their recent partnership and highlight the surging interest in Treasury ETFs.
2023-05-1623 minETF Expert Corner Archives | ETF Prime PodcastVettaFi Acquires LOGICLYTom Hendrickson, President of VettaFi, and Emil Tarazi, Head of Product at LOGICLY, discuss their recent partnership and highlight the surging interest in Treasury ETFs.
2023-05-1623 minETF PrimeValkyrie’s Leah Wald on Crypto ETFs, Markets, & RegulationValkyrie’s Leah Wald offers perspective on the state of crypto ETFs and regulation, along with current crypto market dynamics. VettaFi’s Tom Hendrickson and LOGICLY’s Emil Tarazi discuss their recent partnership and highlight the surging interest in Treasury ETFs.
2023-05-1657 minETF PrimeValkyrie’s Leah Wald on Crypto ETFs, Markets, & RegulationValkyrie’s Leah Wald offers perspective on the state of crypto ETFs and regulation, along with current crypto market dynamics. VettaFi’s Tom Hendrickson and LOGICLY’s Emil Tarazi discuss their recent partnership and highlight the surging interest in Treasury ETFs.
2023-05-1657 min
Power Your AdviceEpisode 120 – Empowering & Inspiring Confident Outcomes with Scott Enger & Steve SullivanLogicly is a comprehensive web-based analytics and portfolio management platform for advisors to automate their day-to-day portfolio management workload. Doug is joined today by Logicly’s chief revenue officer, Scott Enger, and head of marketing Steve Sullivan. They discuss their respective journeys to Logicly, and how the platform can help advisors empower & inspire confident outcomes. They also discuss
The big idea behind Logicly
How the company expanded from serving ETFevolution to serving financial advisors
Why they think Logicly is an evolution of the advice model that advisors can use to help make their clients’ portfolios stronger
Recent partnerships with...
2022-10-3131 min
TMX Presents: The PodcastEpisode 008: ETFLogic CEO Emil Tarazi - Navigating ETF LiquidityIn this episode, Michelle Tran, President of TMX Datalinx, speaks with Emil Tarazi, CEO and Co-Founder of ETFLogic, about a research and portfolio management tool focusing on one of the fastest growing investments - Exchange Traded Funds (ETFs). They cover a variety of topics, including the ETF market in Canada, trends and growth shaping the industry, as well as TMX’s strategic investment in ETFLogic, and how that collaboration was born. For more information visit TMX Logicly and for more insights from capital markets leaders visit tmx.com/pov.
2022-06-1420 min
Speaking LogiclyReese Harper: Advisor to Fintech EntrepeneurOur guest today is Reese Harper, CEO at Elements a financial planning system designed to help advisors efficiently deliver ongoing value to their clients. Reese is also the founder of Dentist Advisors, an RIA that manages money for dentists. Our conversation today touches on Reese's journey from advisor to fintech entrepeneur and the opportunities that lay ahead.
2021-09-2134 min
Speaking LogiclySeason Two Premiere: Henry JimSeason 2 of Speaking Logicly is here! Join our CEO Emil Tarazi and Henry Jim, of Hearsay, an ETF industry veteran as We discuss a wide variety of topics in the ETF industry, including the differences in ETF adoption across regions and the challenges of bringing a crypto ETF to market in the US.
2021-07-1525 min
Speaking LogiclySpeaking Logicly with KranesharesJoin Jonathan Shelon and Anthony Sassine of KraneShares, and our CEO Emil Tarazi as they discuss the KraneShares mission of capturing China exposure in your portfolio.
2021-04-1540 minSpeaking LogiclySpeaking Logicly with Jonathan MurdockJoin ETFLogic CEO Emil Tarazi, and Andrew Holubec, Sales & Client Success Associate at ETFLogic as they break down what it means to Invest Logicly in an ever-changing world, and how investors can benefit from diving deep into analytics.
2021-03-2344 min
Speaking LogiclyAnnouncing TMX Logicly...ETFLogic and the Toronto Stock Exchange (TMX Group) are excited to announce the collaboration on our new TMXLogicly Platform for Canadian ETF issuers and wealth managers.
2021-03-0830 min
Speaking LogiclyHow technology will shape the future of advice feat Harry HellenWe sit down with Harry Hellen, owner of HH financial planning, to discuss how he thinks technology will help shape how financial advisors interact with their clients in the future. He also discusses his process for using the Logicly platform to engage his clients virtually in the new digital world.
2021-02-1230 minSpeaking LogiclyStaying local feat Tom CostiganWe sit down with one of our very first Logicly users Tom Costigan of ArborFi to talk a little about his business and why he takes a more focused and local approach to expanding his business. We also talk a little bit more about how he uses Logicly in his day to day.
2021-02-0926 minSpeaking LogiclyFrom lawyer to advisor feat Mike GarryIn this episode, we speak to one of our power user Michael Garry of Yardley wealth management. We learn a little bit about how he came to be an advisor and how he uses the Logicly platform when building and maintaining client portfolios.
2021-02-0528 min
Speaking Logicly2020 ETF Recap feat Dave DierkingIn the final episode of season 1, I sit down with Dave Dierking, Writer of the ETF Focus on thestreet.com to recap some of the major headlines of 2020 and discuss some major ETF themes to watch out for in 2021.
2020-12-2834 minSpeaking LogiclyHow has advisor marketing changed in 2020? feat Johnny SandquistIn this episode, I sit down with Johnny Sandquist, Founder and Owner of Three Crowns Copywriting and Marketing, to discuss how the pandemic has changed the way advisors and the rest of the wealth management industry think about marketing.
2020-12-2228 minSpeaking LogiclyThinking Logicly about ESG feat Liz SimmieIn this episode, we are joined by Liz Simmie of Honeytree Investment Management to discuss ESG, why purpose-driven companies outperform in the long run and why its always important to do due diligence when selecting funds with an ESG label.
2020-12-1633 min
Speaking LogiclyAdvising small businesses in the pandemic feat Jacob MillicanIn this episode, we sit down with financial advisor Jacob Millican of 9M Investments. We discuss how he's been working with his small business clients this year through the pandemic, how he uses Logicly analytics for maintaining portfolios and discussing investment outcomes with clients.
2020-12-0100 minSpeaking LogiclyBeing a Credit Union Advisor Feat. Michael GennaweyIn this episode, we speak with Michael Gennawey of SoCal wealth management. We talk about the unique challenges advisors face when part of a credit union, how he thinks about portfolio construction, and also some of the parallels between investing and video games.
2020-11-1900 minSpeaking LogiclyHow can Advisors pick ETFs?In this episode, I sit with Emil Tarazi to discuss how financial advisors can better navigate the ETF ecosystem and screen for ETFs.
2020-11-0900 minSpeaking LogiclyHow ETFs are made with Chris HempsteadWe sit down with Chris Hempstead, Director of institutional business development at IndexIQ, to discuss ETF distribution and some of the challenges that ETF issuers face when it comes to getting the word out on their product.
2020-10-2600 min
Speaking LogiclyWhat Fiduciary Really Means feat Michael PolicarMichael Policar, Fiduciary Wealth Manager at Hightower Bellevue, joins us to talk about his experience moving from a big wirehouse firm to a more independant advisory business, why he chooses ETFs for client portfolios, and what the word "fiduciary really means to him.
2020-10-2200 min
Speaking LogiclyAsking the right questions with Zach AshburnZach Ashburn, founder of Reach Strategic Wealth, has built his business around getting clients to ask better questions. Zach joins to discuss how to weave portfolio management in with financial planning, the importance of apprenticeship when starting out as an advisor, and how technology empowers independent advisors.
Zach can be reached at https://www.reachstrategicwealth.com
2020-10-1500 min
Speaking LogiclyThe Financial Advisors Guide to Investing LogiclyScott and Emil reveal the new ebook for advisors the team has been working on, which will provide advisors with actionable tips to streamline the investment management process and improve outcomes and communications with clients. Financial advisors can request the ebook at logicly.finance/advisorsguide
2020-10-0124 min
Speaking LogiclyThe Subscription Advisor with Justin CastelliJustin Castelli, founder of RLS Wealth Management, joins us to talk about what a subscription model looks like for financial advisors, how the role of an advisor will evolve over the next few decades, and why content is king when it comes to getting your brand out.
2020-09-2546 min
Speaking LogiclyNew features, new team memberLindsey Tewell, our head of sales, joins as a guest host to welcome our newest team member, Dave Connor, VP of Advisor Growth, and discuss his experiences and tech pain points as a former advisor and our ambitions for advisor growth with the Logicly platform.
2020-09-1816 minSpeaking LogiclyAdvisors on the Move with Ryan ShanksWe sit down with Ryan Shanks, CEO and Co-Founder of FAMatch, to talk about advisor trends, the importance of building a personal brand, and how the industry can adapt to better recruit young advisors.
2020-09-1032 min
Speaking LogiclyNERDing out with Tim MaloneyTim Maloney joins us to discuss what it takes to make a viral ETF, the importance of social media for the future of investing, and how Roundhill navigates some of the distribution challenges of being a smaller ETF advisor.
2020-09-0338 minSpeaking LogiclyModel Portfolios Pt 2 with WisdomTreeBrad Shepard and Ryan Krystopowicz of WisdomTree join us to break down their recent model portfolio survey and share their experience from working with advisors as a model portfolio provider.
2020-08-2636 minSpeaking LogiclyWhich sectors are investors betting on?We dive deep into the 13F filings from Q2 to explore what sectors the big firms are investing in, and dive into why ETFs are such a great tax loss harvesting tool.
2020-08-2123 min
Speaking LogiclyA Hippocratic Oath for Financial Advisors?In episode three, we cover everything from fintwit to being a fiduciary, and hear from Vance about common gaps that financial advisors leave in financial planning for their clients.
2020-08-141h 02
Speaking LogiclyModel Portfolios: A Powerful Tool for AdvisorsIn this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.
2020-07-2435 min
Speaking LogiclyProviding Value as An Advisor During the PandemicListen in to our very first episode of Speaking Logicly with Jeff Higgs of 3 Dimensional Wealth Advisory. We chat about how advisors can add value during volatile times in the market, the differences between older & millennial investors, and the new actively managed ETF structures.
2020-07-0932 min
Full - The Glenn Beck Program'Changing Your Approach' along with Malcolm Gladwell - 10/4/18Hour 1Cory Booker doesn't care if Kavanaugh is innocent... Addicted to Kavanaugh?... Have we been listening?... We win when we stay with the facts... We have to change our approach to get the results we desire... Going after Kavanaugh to fuel the outrage... How quickly people believe the accuser... Giving up on social media... Has Trump been able to prove his point about the press by being quiet?... Opiods are not the problem... Hour 2 F.B.I. investigation has been released on Kavanaugh, for the seventh time... If the shoe was on the other foot, how would the media be cov...
2018-10-041h 50