Daniel Prince, CFA

Daniel Prince, CFA

U.S. Head of iShares product consulting and U.S. Head of iShares Core, Stylebox, and Sustainable ETFs

Daniel Prince, CFA, Managing Director, is the U.S. Head of iShares product consulting and U.S Head of iShares Core, Stylebox, and Sustainable ETFs. In his role in product consulting, he is responsible for overseeing a team of product strategists delivering product insights and investment solutions for U.S. institutions and financial advisors. As the lead of various product segments ETFs, he is responsible for driving strategy, analytics, thought leadership, sales enablement, and client engagement.

 

Mr. Prince’s service with the firm dates back to 2007, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to his current role, Daniel was a member of the iShares ETF Due Diligence team where he partnered with home office ETF platform analysts delivering in-depth product analysis and insights. Prior to this role, Mr. Prince was senior sales strategist within iShares. Daniel started his career in pension consulting as an analyst at Wilshire Associates.

 

Mr. Prince holds the Chartered Financial Analyst designation, and he earned a BS degree in business administration from the Haas School of Business at the University of California, Berkeley.

FEATURED ARTICLES

Market Insights

Got diversification? Access the 20 biggest U.S. stocks

Oct 24, 2024 | Daniel Prince, CFA

You don't have to know how to pick stocks to access top companies. Learn why diversification is an important investment strategy.

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WHAT IS AN INDEX?

Oct 10, 2024 | Daniel Prince, CFA

Discover what an index is and why it matters to investing. Learn definitions, applications, and examples of investable index funds.

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WHAT IS AN INDEX?

Oct 10, 2024 | Daniel Prince, CFA

Discover what an index is and why it matters to investing. Learn definitions, applications, and examples of investable index funds.

INTRODUCTION TO ASSET ALLOCATION AND RISK TOLERANCE

Sep 10, 2024 | Daniel Prince, CFA

Optimize your portfolio by understanding asset allocation and risk tolerance and explore how iShares ETFs can help you pursue your long-term investment goals.

Market Insights

How to find your asset allocation and risk tolerance

Sep 10, 2024 | Daniel Prince, CFA

Learn how to find the “right” mix of stocks, bonds and investments to match your risk tolerance and pursue your long-term investment goals.

Investment Strategies

Average savings by age: Planning for retirement

Jun 18, 2024 | Daniel Prince, CFA

Learn more about the average retirement savings by age, and why unique retirement goals matter more.

PLANNING FOR RETIREMENT

May 17, 2024 | Daniel Prince, CFA

A roadmap for retirement planning, giving you the tools to help you make the decisions and actions necessary to retire on your own terms.

Market Insights

Retirement investing: 3 key phases of the journey to retirement

May 13, 2024 | Daniel Prince, CFA

Ready to retire comfortably? Discover the 3 key phases of retirement investing, from wealth accumulation to income generation. Find out how to invest on your path to retirement!

HOW TO BUY EXCHANGE TRADED FUNDS (ETFs)

Apr 24, 2024 | Daniel Prince, CFA

While funds can't be directly purchased on our website, investors can buy through Fidelity, an online brokerage account, or through a financial advisor.

WHEN TO START SAVING FOR RETIREMENT? 5 THINGS TO THINK ABOUT

Mar 04, 2024 | Daniel Prince, CFA

It's never too late to start saving for retirement! Our guide provides you with practical tips on budgeting, investing, and growing your retirement fund.

Market Insights

When to start saving for retirement? 5 things to think about

Mar 04, 2024 | Daniel Prince, CFA

It's never too late to start saving for retirement! Our guide helps you navigate your financial journey with practical tips on budgeting, investing, and growing your retirement fund.

ACCELERATE YOUR RETIREMENT PLAN: A COMPREHENSIVE GUIDE

Dec 21, 2023 | Daniel Prince, CFA

Fast track your retirement with expert tips on managing lifestyle creep, maximizing employer plans, and diversifying investments.

Market Insights

Fast track your retirement investment plan

Dec 21, 2023 | Daniel Prince, CFA

Learn how to target an early retirement through supplementary investment accounts, finding the right mix of investments and managing spending.

HOW TO TRANSITION INTO RETIREMENT EFFECTIVELY AND WITH EASE

Dec 19, 2023 | Daniel Prince, CFA

Discover practical steps to transition into retirement with ease and learn how budgeting and portfolio adjustments can ensure financial well-being.

Market Insights

How to transition into retirement

Dec 19, 2023 | Daniel Prince, CFA

Learn how to transition into retirement from budget considerations to adjusting investments and more.

Market Insights

Year-end financial checklist

Dec 14, 2023 | Daniel Prince, CFA

Learn about the actions you can take before New Year’s to help keep your investments on track as you pursue your financial goals.

PUT TIME ON YOUR SIDE: THE BENEFITS OF LONG-TERM INVESTING

Dec 03, 2023 | Daniel Prince, CFA

Learn why staying invested over the long term may yield better results and how iShares Core Allocation ETFs can help you capture market growth.

Market Insights

Put time on your side

Dec 03, 2023 | Daniel Prince, CFA

Time spent in the market is important – core allocation ETFs can help.

Market Insights

Why should investors stay invested during market volatility?

Nov 29, 2023 | Daniel Prince, CFA

How to stay on course during turbulent times.

A MASTERCLASS IN DIVERSIFICATION: THE BENEFITS IN PORTFOLIOS

Nov 01, 2023 | Daniel Prince, CFA

Learn why diversification is so important to investing and how it helps investors reduce risk, enhance returns, and navigate fast-changing markets.

Market Insights

A masterclass in diversification

Nov 01, 2023 | Daniel Prince, CFA

Learn why diversification is so important to investing and how it helps investors navigate fast-changing markets.

HOW MUCH DO YOU NEED TO RETIRE? START WITH THIS GUIDE

Oct 19, 2023 | Daniel Prince, CFA

Pave your path to a worry-free retirement with insights on financial planning, Target Date funds, inflation, and investment strategies.

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How much do you need to retire? Start with this

Oct 19, 2023 | Daniel Prince, CFA

Learn the keys to reducing the guesswork, and how target-date funds can help make retirement investing easier, more affordable, and more accessible.

HOW TO PLAN FOR RETIREMENT IF YOU’RE SELF-EMPLOYED

Oct 19, 2023 | Daniel Prince, CFA

No workplace savings plan? Our guide offers actionable advice for freelancers, gig workers, and independent contractors to start saving and investing today.

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How to plan for retirement if you’re self-employed

Oct 19, 2023 | Daniel Prince, CFA

No workplace savings plan? Target date funds for gig workers and freelancers are now available and can be a great solution.

WHAT IS AN ETF (EXCHANGE-TRADED FUND)?

Aug 25, 2023 | Daniel Prince, CFA

Exchange-traded funds (ETFs) are baskets of securities that trade like stocks. Learn how low-cost iShares ETFs can help you pursue your financial goals.

ETFs vs. MUTUAL FUNDS – A COMPARISON

May 10, 2023 | Daniel Prince, CFA

Explore the fundamental differences between ETFs and mutual funds to enhance your financial strategy and pursue long-term investment objectives.

SEEK TO MINIMIZE TAXES & MAXIMIZE RETURNS IN YOUR RETIREMENT

Apr 19, 2023 | Daniel Prince, CFA

Asset allocation and taxes go hand-in-hand for effective investing. Learn to manage your portfolio with tax efficiency to keep more of your gains.

Market Insights

How asset location can help minimize taxes and maximize returns

Apr 19, 2023 | Daniel Prince, CFA

Because after-tax returns are what really matter, where you put assets is almost as important as the investments in your retirement plan and brokerage accounts.

3 COMMON MISTAKES INVESTORS MAKE — AND HOW TO AVOID THEM

Jan 31, 2023 | Daniel Prince, CFA

Avoid costly investing mistakes and learn how performance chasing, hindsight bias, and loss aversion can impact your returns.

Market Insights

3 common mistakes investors make — and how to avoid them

Jan 31, 2023 | Daniel Prince, CFA

Knowledge is power for investors so it’s critical to understand the risks of performance chasing, hindsight bias and loss aversion.

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How are ETFs tax efficient?

Jan 31, 2023 | Daniel Prince, CFA

ETFs can help investors keep more of what they earn. Here’s how.

HOW ARE ETFs TAX EFFICIENT?

Jan 31, 2023 | Daniel Prince, CFA

Explore the tax efficiency of ETFs and gain a deeper understanding of how they can help investors keep more of what they earn.

WHAT ARE INDEX FUNDS AND HOW DO THEY WORK?

Sep 14, 2021 | Daniel Prince, CFA

Index funds are simple, low-cost ways to gain exposure to markets. Learn how they revolutionized investing and how they could complement your portfolio.

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