Originally used as institutional trading communities, ETFs have evolved as a preferred investment vehicle, providing access to new asset classes and fund managers; and changing the way many advisors and wealth managers think about portfolio allocation.

In this episode, Douglas Yones, Head of Exchange Traded Products at the New York Stock Exchange, is joined by Lisa Dallmer, Chief Operating Officer, Dimensional Fund Advisors. Lisa shares her thoughts on ETFs through the multicultural viewpoint of Dimensional, revealing the role of technology in the expansion of ETFs as an investment class. She also discusses how Dimensional’s unique services across practice management, supports advisors and the growth of their business.  

Douglas and Lisa discuss: 

• Lessons learned through acquisition and how she approaches her leadership role today.
  
• How the culture of Dimensional attracts new advisors to the business.
  
• The future of ETFs, portfolio allocations, and overall investment trends. 
  
• How advisors can best handle market volatility, alongside ways to engage with the investment content and thought leadership available from Dimensional.
  

Resources

• WealthManagement.com 
  

Connect with Douglas Yones

• LinkedIn: Douglas Yones, ChFC®
  

Connect with Lisa Dallmer

• LinkedIn: Lisa Dallmer
  
• Dimensional Fund Advisors