Knowing Me, Knowing You
Knowing Me, Knowing You – The Podcast For The Future of Wealth Management
The Knowing Me, Knowing You Podcast is where forward-thinking wealth managers, tech innovators, and engaged clients come together to explore the future of client discovery and engagement to drive growth.
Through candid conversations with industry leaders, behavioral finance experts, and innovators, we uncover new ways to personalize advice, strengthen advisor-client relationships, and drive business growth.
Whether you're an advisor looking to differentiate, a fintech leader shaping the future, or a client who wants more alignment between money and purpose—this podcast is for you.
Better conversations. Smarter decisions. Stronger connections. Subscribe now.
Knowing Me, Knowing You
27. 4,000 ETFs. One Right Fit. How to Cut Through the Noise with Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet
ETFs have leveled the playing field for advisors and investors alike. Funds that were once available only to the largest firms are now available to anyone. In this episode, we talk to Elisabeth Kashner, VP and Director of Global Funds Research and Analytics at FactSet.
She led research at ETF.com, where she authored extensively on strategic beta, ETF classification, efficacy, and robo‑adviser portfolio exposures. She’s also a founding co‑head of the San Francisco chapter and Speakers Bureau of Women in ETFs, reinforcing her leadership in advancing diversity and thought leadership in the ETF industry.
In this rich, deeply informed conversation, Elisabeth explains why ETFs remain one of the most powerful and efficient tools for advisors, from rigorous due diligence frameworks to advanced tax optimization and trading strategies. You’ll gain clarity on how to navigate the crowded ETF landscape with intel grounded in unmatched research and industry visibility.
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