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.

Webinars

Integrating factor investing into your practice

Be able to anticipate and address the hot topics in factor investing. Learn best practices for communicating with clients. This webcast features the words to use and words to lose when discussing ETFs and factors with retail investors. Guidance is based on new research from Invesco Consulting. The six-month study included advisor interviews and a North American survey of 1,000 investors.

December 07, 2017

Webinars

Implementing factor strategies

Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

October 30, 2017

Daily Hot Reads

Friday Hot Reads: Deutsche Warns Of ETF Impact

Plus, bitcoin futures ETF likely to be approved soon.

ETF Strategist Corner

When Market Highs Are About Perception

U.S. stock market may not actually be making new highs, thanks to what’s happening with the dollar. 

Features and News

Wall St. Titans Gain ETF Foothold

J.P. Morgan and Goldman Sachs have been quickly growing their footprints in the smart-beta space. 

Daily Hot Reads

Friday Hot Reads: Bitcoin, Future Or Fraud?

Also, why Vanguard's active funds could be game changer.

ETF Report

ETFs Fuel Flat Rate Financial Planning

With flat fees and ETF portfolios, Integrity Wealth Solutions’ principals strive for a better way of doing business.

Features and News

USAA On Using & Creating ETFs

Asset manager and soon-to-be ETF issuer discusses how it chooses ETFs, how it uses them and where opportunities lie.

ETF Strategist Corner

Active No Longer The Default

Advisors now need to have very good reasons for using active products.