The DOL fiduciary rule, which would have required brokers to put clients’ best interests ahead of their own, was recently vacated. Nate & Conor discuss the impact and how best to protect yourself as an investor. D.J. Tierney, Managing Director & Client Portfolio Strategist at Charles Schwab Investment Management, highlights their low cost approach to ETFs and explains the importance of ETF due diligence.
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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.
