Financial Advisor Overview

ETFs are changing the financial advisor industry. As mutual funds continue to lose assets to the far more tax-efficient, liquid, lower-cost and specialized ETFs, financial advisors need to keep up to speed on the latest ETF trends. Our advisor channel provides a single place for you to get up to speed to see how other advisors are using ETFs.

Features and News

Why Model ETF Portfolios Need Active Mgmt

This ETF strategist argues mixing active and passive is the best of both worlds.

Daily Hot Reads

Thursday Hot Reads: How To Get A Free ETF

Also, two boring but successful bond ETFs.

Features and News

4 ETF Bond Managers Share Their Top Picks

In the ETF space, actively managed bond funds are popular, and their managers have very different ideas of where opportunities lie. 

Daily Hot Reads

Monday Hot Reads: These Energy ETFs Need A Tow

Also, despite record ETF inflows, BlackRock isn't seeing accompanying revenue gains.

Index Investor Corner

Swedroe: This Metric In Dire Need Of Context

Don’t panic about what the CAPE 10 means for valuations. It’s not as high as it seems. 

Daily Hot Reads

Friday Hot Reads: 4 ETFs For A Balanced Portfolio

Also, how it pays to lends ETFs.

Features and News

The One-Flat-Fee-Fits-All ETF Strategist

First Ascent is challenging high-fee asset managers with a simple flat-fee model, and a strong preference for ETFs.

Features and News

Monday Hot Reads: Tracking ETF Ownership

Also, the latest outlook for gold and volatility.

ETF Strategist Corner

3 Investor Biases In Model Portfolios

Counteract client emotional responses with asset allocation.