Advisor ETF 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

Impact Of SEC’s 13F Change Murky

The biggest beneficiary of the SEC's proposal may not be activist investors, but the agency's overworked staff.

Podcasts

ETF Working Lunch: Diversity In ETF Biz

Joining us is Brie Williams, head of practice management at SPDR ETFs.

ETF Strategist Corner

Prudent Withdrawal Rates

A historical perspective on retirement portfolios.

ETF Strategist Corner

4 Buckets For Allocating In Current Markets

The author’s firm added another bucket to its model for a reason.

Features and News

Larry Fink On ESG, Bond ETFs & More

BlackRock’s CEO touches on several investing topics at the Morningstar conference.

Index Investor Corner

2 Reasons Stocks Recovered

Ignore the typical market narratives; there’s more going on.

Podcasts

ETF Working Lunch: Navigating Fixed Income Now

Joining us is Kelly Ye, director of research at IndexIQ.

Features and News

Legal Questions Circle SEC’s 13F Plan

The SEC's recent 13F proposal is controversial. But it's not clear it has the legal authority to carry it out.

Features and News

What To Do About Bond ETFs Now

The market offers ample challenge and opportunity, especially across the passive/active divide.