AdvisorAnalyst Group

06/17/2026

“Anybody can launch an ETF. Getting investors into it is the hard part.”

One of the most candid observations from our conversation with Eric Balchunas, Senior ETF Analyst at Bloomberg Intelligence.

The barriers to launching an ETF have never been lower. White-label platforms, streamlined regulation, and growing investor demand have made it easier than ever to bring a product to market.

But distribution remains the real challenge.

In a world dominated by industry giants, gathering assets, earning trust, and building awareness can be far more difficult than launching the fund itself.

It’s a reminder that in the ETF industry, product innovation matters—but distribution, patience, and ex*****on matter just as much.

What do you think is the biggest challenge facing new ETF issuers today?

CapitalMarkets EricBalchunas BloombergIntelligence InsightIsCapital

06/16/2026

Success means nothing if it costs you the moments that make life worth living.

Chasing goals matters, building a career matters, but so does laughing with your people, protecting your peace, and making memories you’ll actually remember.

Don’t get so focused on surviving that you forget to enjoy being alive. ✨

06/16/2026

Most investors spend their time searching for better investments.

Ben Felix argues they’re solving the wrong problem.

The biggest advantage in investing isn’t access to secret opportunities, stock picks, or market predictions.

It’s having a sound plan and the discipline to stick with it.

In our conversation with PWL Capital CIO Ben Felix, we discussed why investing has largely been solved, why advice is worth far more than stock selection, and why some investors are getting trapped chasing complexity instead of results.

Sometimes the smartest investment decision isn’t doing more.

It’s avoiding mistakes.

Swipe through for 3 investing truths every investor should understand.

06/16/2026

Most investors think wealth is lost in dramatic crashes.

Usually, it disappears quietly.

Through high fees, emotional decisions, poor diversification, inflation drag, and the absence of a real plan. The biggest threats to long-term returns often look harmless in the moment.

Protecting wealth isn’t about predicting headlines. It’s about avoiding the silent mistakes that compound against you.

Which one do you think hurts investors the most?

06/15/2026

06/15/2026

Every investor has access to information.

Very few have access to context.

Markets move fast. Headlines move faster. The real advantage comes from understanding what matters, what doesn’t, and what happens next.

That’s why we do what we do.

Podcasts. Market intelligence. Investment insights.

Helping advisors and investors cut through the noise and stay focused on what matters most.

PortfolioManagement CapitalMarkets InvestmentResearch

06/15/2026

A new week is here, and with it comes a fresh opportunity to focus on what actually moves the needle.

It’s easy to fill our days with meetings, notifications, and endless to-do lists. But being busy isn’t the same as being productive.

As you plan your week, focus on the tasks that create real progress, not just activity.

“Focus on being productive instead of busy.”
— Tim Ferriss

What are you prioritizing this week?

06/14/2026

Sundays don’t have to be packed with plans to be meaningful.

Sometimes the best memories are made in the slow moments — family breakfasts, movie marathons, board games, walks outside, and simply spending uninterrupted time together.

In a world that moves fast, slowing down together might be the most valuable investment of all. ☀️🏡

How does your family spend a lazy Sunday?

06/13/2026

Some ideas don’t belong in boardrooms.

They belong on city walls.

“Insight Is Capital” is more than a slogan. In a world flooded with information, the ability to identify what matters is the real edge.

The greatest asset isn’t access to data. It’s knowing what to do with it.

06/13/2026

Some people avoid pressure.

The great ones seek it.

Pressure is where growth happens. It’s where character is tested, confidence is built, and limits are broken.

Erling Haaland’s mindset is a reminder that challenges aren’t something to fear—they’re opportunities to prove what you’re capable of.

If you’re never uncomfortable, you’re probably not pushing hard enough.

“I like to be under pressure, I like to be challenged.”

— Erling Haaland

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