ETF News & Research

Scared Stockless: How Advisors Calm Jittery Clients

Published in ThinkAdvisor.com in February 2013 … The tough conversations that dominated the advisor-client relationship during the 2007-2009 meltdown have not gone away. Far from it. Even though inflows into stock mutual funds and exchange-traded funds surged—finally—at the start of the year at the hands of suddenly bullish investors, advisors across the nation report what …

An Evening With Dr. Burton G. Malkiel

Celebrating Toroso’s Official Launch: Toroso Investments hosted “An Evening with Dr. Burton G. Malkiel” Presentation: Some Timeless and Timely Investment Lessons Event Photos Speaker: Dr. Burton G. Malkiel, Chemical Bank Chairman’s Professor of Economics at Princeton University Author of “A Random Walk Down Wall Street”, now in its 10th edition, having sold over 1.5 million …

5 crucial tips to help you save for retirement – NBCLatino.com

Published in NBCLatino.com on February 5, 2013 Common questions financial advisors are hearing nowadays are: “What’s going to happen in the market?” and “Will social security still be there when I retire?” but in reality nobody knows, says Juan Carlos Avila, managing director and partner of Toroso Investments. “The days of the pensions are going …

U.S. VETERANS LAUNCH ETP-FOCUSED FIRM

Published in Advisor.ca on December 11, 2012 Three industry veterans have founded a New York-based investment advisory firm, called Toroso Investments. Larry Medin serves as its CEO, while Dan Carlson acts as CFO and Michael Venuto as CIO.

Toroso Investments™ Launched to Challenge Current Advisor to Client Interactions

NEW YORK, December 10, 2012 — Toroso Investments™, a new investment advisory firm founded by industry veterans Larry Medin, Dan Carlson, and Michael Venuto, challenges conventional advisor-client relationships by placing an emphasis on an advisor’s or a client’s economic point of view, as well as risk tolerance and time horizon when constructing portfolios. With more …