ETF
Exchange-traded fund coverage, portfolio construction, and product education.
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New Research Puts the Section 351 ETF Conversion Market at $5.0 Trillion
For advisors, the duty to diversify a client and the duty to manage their taxes are in direct conflict. A 351 conversion helps resolve both at once.
Guest Contributor -
The ETF Share Class Revolution Just Got Real: Fidelity Makes Its Move
The ETF share class movement received a big boost on Monday when Fidelity announced plans to imminently enter the fray.
Todd Shriber -
Vanguard Just Passed iShares: How the ETF Giant Won by Keeping It Simple
Fascinating nugget from the world of exchange traded funds ETFs: Vanguard surpassed BlackRock’s iShares for the title of largest U.S. issuer.
Todd Shriber -
Breaking the Correlation Cycle: New Approaches to Income and Growth Diversification
Set your client portfolios apart with autocallable ETFs that pursue growth and income.
Calamos -
The ETF Fee War Just Got Cheaper: Schwab Cuts Costs Again
The issuer extended that tradition on June 11 by announcing fee reductions on a quartet of its popular ETFs. Let’s get into it here.
Todd Shriber -
Has the AI Boom Made Advisors Forget the Power of Dividend Growth?
Advisors are likely somewhat familiar with SDY as the $20.9 billion ETF has been on the market for 21 years.
Todd Shriber