DOL Fiduciary Rule Update, Bitcoin, & the Rise of Robotics

by Nate Geraci
June 5, 2017

The long-awaited DOL fiduciary rule, which requires brokers to put clients’ best interest first when providing investment advice on retirement accounts, takes partial effect on June 9th. Nate & Conor explain why the rule is needed and how it is already impacting the investment landscape. Nate & Conor also discuss the skyrocketing price of bitcoin and the potential for a bitcoin ETF. Chris Buck, Head of Capital Markets & Sales at ROBO Global, spotlights the index behind the ROBO Global Robotics and Automation Index ETF (ROBO).

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Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

DOL Fiduciary Rule Update, Bitcoin, & the Rise of Robotics

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