Nick Peters-Golden

Financial advisors had to deal with the rise of the internet, which equipped clients with plenty of questions and sometimes spurious answers. What does the rise of AI now mean for a new generation of advisors and clients? While it initially seemed that chatbots and their instant access to incomparable reams of information might take the place of financial advisors, research shows differently.

The ETF three-year milestone is more than just an opportunity for firms to tout their funds or celebrate years of work. That marker has material consequences for current and future investors in a fund, opening up those strategies to new flows. VettaFi sat down with T. Rowe Price lead portfolio manager Jodi Love to discuss that three-year milestone for four ETFs she manages.

Healthcare and technology provide an intriguing contrast. Many healthcare stocks are traditionally known for their more defensive uses in portfolios. At the same time, biotech and healthcare technology stocks stand to gain immensely from innovation, whether driven by AI or other breakthroughs. A prime example is the active healthcare ETF, GDOC, which recently got a major boost from positive news surrounding its largest holding, Eli Lilly (LLY).

One of the bigger questions facing advisors and investors right now revolves around credit. Inflation, volatility, and Fed rate hikes all loom, potentially heightening credit risk for portfolios. Navigating that risk may be a crucial task in the second half of this year. American Century Investments ’ Jason Greenblath recently appeared on the Schwab Network to discuss.

If there’s any bond category that’s really intriguing right now, it might be corporate bonds. The 2026 bond landscape faces some intriguing shifts as interest rates face growing structural inflation.

The active ETF landscape has become an ever-larger part of the ETF ecosystem. Leveraging fundamental research and increasingly competing for core and core-plus assets, active ETFs have picked up major inflows and helped accelerate ETF launches in recent years. T. Rowe Price’s TSPA is no exception and has recently doubled in AUM YTD.

It’s one thing to want more tech exposure, but it’s another to get that exposure without overweighting the big names. Whether that’s the Mag 7 or just the AI hyperscalers, most investors are already saturated with big-name tech exposure.

The World Cup has reached its final four. Spain, France, England, and Argentina will contest some exciting matches this week in advance of the final. Those nations, with the slight adjustment for England, all also can be invested in via single nation ETFs. With more and more investors seeking diversification, single-nation ETFs can help as discrete, individual building blocks.

June brought a major change to the bond landscape with the arrival of the new Federal Reserve chair. Kevin Warsh, appointed by President Trump, arrived as a new Fed chair. He’s making big changes already, like not submitting a dot plot and trying to curtail forward projections. Warsh’s induction as the new chair was the most notable event for June, according to American Century Investments Vice President, Senior Portfolio Manager, and Director of Corporate Credit Research Jason Greenblath.

Concentration risk may have been overshadowed by major geopolitical events this year, but it hasn’t gone away. Indeed, the big AI hyperscalers remain a significant part of portfolios, but with that comes risk. Were AI to actually pop like a bubble, portfolios would suffer in turn. Equal weight ETF strategies can help diversify while also performing for investors.