Robert_Huebscher

Robert K. Huebscher MBA

Founder, Advisor Perspectives

Robert Huebscher was most recently a vice chairman of VettaFi, a data, analytics, and thought leadership company serving asset managers, advisors and investors. VettaFi is a subsidiary of the Toronto Stock Exchange. In 2007, he founded Advisor Perspectives. Under his leadership, Advisor Perspectives became the most widely read electronic newsletter among financial advisors and is generally regarded as the most influential source of investment and financial planning content for the advisory and planning professions. He sold Advisor Perspectives to VettaFi in October 2022. Prior to that, he was part of the management team of ByAllAccounts before its sale to Morningstar. He founded and was the CEO of Hub Data, a market data redistribution service he sold to Advent Software in 1997, and founded and led the software business for Technical Data before its sale to Thomson Financial in 1987. Bob has a master's degree in business administration from the Harvard Business School and a Bachelor of Arts, magna cum laude, from Connecticut College. He serves on the board of directors of Caribou, a provider of services and technology to financial advisors to assist their clients with healthcare planning. He serves on the board of advisors of the Institute for the Fiduciary Standard, the most prominent advocacy organization for the fiduciary standard in the financial services industry. He serves on the board of advisors of QueensfieldAI, a research and development company that provides AI-based investment products.

Appearances

  • Thumbnail for A Live Debate on the Merits of Smart-Beta Investing
    Identification
    19
    Date
    January 18, 2016
    We will debate the following proposition: A capitalization-weighted total-market index fund will be superior to a smart-beta fund for the vast majority of investors.  Two panelists will argue for the proposition and two will argue against it…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Roger Ibbotson
    Chairman, CIO, Zebra Capital Management LLC
    Speaker Image for Michael Edesess
    Senior Research Fellow, City University of Hong Kong
    Speaker Image for John Ameriks
    Principal, The Vanguard Group, Inc.
    Speaker Image for Rob Arnott
    Chairman & CEO, Research Affiliates
  • Thumbnail for The "Big Ideas" from Three Industry Thought Leaders
    Identification
    Demo 1
    Date
    January 19, 2015
    Bob Veres, Lyle Benson and Clark Blackman will each present their one “big idea” that advisors and planners should focus on in 2015. Each of those individuals are thought leaders in APViewpoint, the free on-line community that now serves over 3,000 advisors…

    Speakers

    Speaker Image for Bob Veres
    Editor, Inside Information
    Speaker Image for Clark Blackman
    Clark M. Blackman, MA, CFA, CFP, CPA*/PFS, CIMA
    PRESIDENT/CEO, ALPHA WEALTH STRATEGIES, LLC
    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Lyle Benson
    Founder and President, L. K. Benson & Company
  • Thumbnail for The "Big Ideas" from Three Industry Thought Leaders
    Identification
    Demo 1
    Date
    January 19, 2015
    Bob Veres, Lyle Benson and Clark Blackman will each present their one “big idea” that advisors and planners should focus on in 2015. Each of those individuals are thought leaders in APViewpoint, the free on-line community that now serves over 3,000 advisors…

    Speakers

    Speaker Image for Bob Veres
    Editor, Inside Information
    Speaker Image for Clark Blackman
    Clark M. Blackman, MA, CFA, CFP, CPA*/PFS, CIMA
    PRESIDENT/CEO, ALPHA WEALTH STRATEGIES, LLC
    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Lyle Benson
    Founder and President, L. K. Benson & Company
  • Thumbnail for A Live Debate on the Merits of Smart-Beta Investing
    Identification
    19
    Date
    January 18, 2016
    We will debate the following proposition: A capitalization-weighted total-market index fund will be superior to a smart-beta fund for the vast majority of investors.  Two panelists will argue for the proposition and two will argue against it…

    Speakers

    Speaker Image for John Ameriks
    Principal, The Vanguard Group, Inc.
    Speaker Image for Michael Edesess
    Senior Research Fellow, City University of Hong Kong
    Speaker Image for Rob Arnott
    Chairman & CEO, Research Affiliates
    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Roger Ibbotson
    Chairman, CIO, Zebra Capital Management LLC
  • Thumbnail for A Live Debate on the Merits of Smart-Beta Investing
    Identification
    19
    Date
    January 18, 2016
    We will debate the following proposition: A capitalization-weighted total-market index fund will be superior to a smart-beta fund for the vast majority of investors.  Two panelists will argue for the proposition and two will argue against it…

    Speakers

    Speaker Image for Michael Edesess
    Senior Research Fellow, City University of Hong Kong
    Speaker Image for John Ameriks
    Principal, The Vanguard Group, Inc.
    Speaker Image for Rob Arnott
    Chairman & CEO, Research Affiliates
    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Roger Ibbotson
    Chairman, CIO, Zebra Capital Management LLC
  • Thumbnail for A Live Debate on the Merits of Smart-Beta Investing
    Identification
    19
    Date
    January 18, 2016
    We will debate the following proposition: A capitalization-weighted total-market index fund will be superior to a smart-beta fund for the vast majority of investors.  Two panelists will argue for the proposition and two will argue against it…

    Speakers

    Speaker Image for Michael Edesess
    Senior Research Fellow, City University of Hong Kong
    Speaker Image for John Ameriks
    Principal, The Vanguard Group, Inc.
    Speaker Image for Rob Arnott
    Chairman & CEO, Research Affiliates
    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Roger Ibbotson
    Chairman, CIO, Zebra Capital Management LLC
  • Thumbnail for A Debate: What is the Key Driver in Helping Clients Reach their Goals
    Identification
    PFP1720
    Date
    June 12, 2017
    Moderated by Robert Huebscher, during this session, panelists will debate the following proposition: Which of the following will have the most significant impact on whether advisors can help clients reach their financial goals? One panelists will argue for each of the following: o Optimizing fund/m…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Ed Easterling
    Founder/President, Crestmont Research
    Speaker Image for James Mooreland
    President, The Emotional Investor
    Speaker Image for Brian Singer
    Head of Dynamic Allocation Strategies Team, William Blair
  • Thumbnail for A Debate: Should Your Clients Use or Own Cryptocurrencies
    Identification
    PFP1839
    Date
    June 13, 2018
    This session will be a debate on whether clients should use or own cryptocurrencies, such as bitcoin and etherium. We will discuss the blockchain technology and its applications, specifically to cryptocurrencies…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Jamie Hopkins
    Jamie P. Hopkins, Esq., CFP, CLU, ChFC, RICP, LLM
    Professor, The American College
    Speaker Image for Patrick Baron
    CEO, Ambisafe Financial
    $49
    Standard Price
  • Thumbnail for How to Evaluate Annuities in a Financial Planning Context
    Identification
    PFP1937
    Date
    June 12, 2019
    We will discuss two types of annuities: single-premium immediate annuities (SPIAs) and deferred-income annuities (DIAs)…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Michelle Richter
    Managing Director, Retirement Enhancement Solutions, Milliman Inc
    Speaker Image for Paula Hogan
    Paula H. Hogan, CFP(R), CFA
    Advisory & CEO, Hogan Financial
  • Thumbnail for PFP2119. The Pros and Cons of ESG Investing
    Identification
    PFP2119
    Date
    July 27, 2021
    This session will be a discussion on how aggressively advisors should allocate to investment products with an environment, social and governance (ESG) mandate…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Larry Swedroe
    Chief Research Officer, Buckingham Wealth Partners
    Speaker Image for Samuel Adams
    CEO, Vert Asset Management
    $49
    Standard Price
  • Thumbnail for Rising Rates: Is it Time to Abandon Fixed Income?
    Identification
    PFP2212
    Date
    June 7, 2022
    The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Kevin Grogan
    Kevin Grogan, CFA, CFP
    Managing Director, Investment Strategy, Buckingham Wealth Partners
    Speaker Image for Brent Burns
    President and Founding Partner, Asset Dedication
    $49
    Standard Price
  • Thumbnail for Should Advisors Embrace Direct Indexing?
    Identification
    PFP2331
    Date
    June 7, 2023
    Direct Indexing is expected to grow faster than ETFs, mutual funds, and separate accounts over the next five years and is poised to reach more than $800 billion in assets by 2026. By using direct indexing, advisors can create customized portfolios for clients that track a popular index…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Allan Roth
    Allan Roth, CFP, CPA
    Founder, WEALTH LOGIC
    Speaker Image for Patrick Geddes
    Chief Tax Economist, Aperio/BlackRock
    $49
    Standard Price
  • Thumbnail for Does Crypto Belong in Client Accounts?
    Identification
    PFP2428
    Date
    June 5, 2024
    With the introduction earlier this year of spot bitcoin ETFs, interest in crypto assets has surged. This session will explore the investment merits of crypto assets, with a focus on bitcoin. The panelists will present the case for and against allocating to crypto…

    Speakers

    Speaker Image for Robert Huebscher
    Founder, Advisor Perspectives
    Speaker Image for Matthew Hougan
    Chief Investment Officer, Bitwise Asset Management
    Speaker Image for Allan Roth
    Allan Roth, CFP, CPA
    Founder, WEALTH LOGIC
    $49
    Standard Price

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