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

Advisors Need to Talk More About Passive Investing, Survey Finds

New research from FTSE Russell shows most investors were happy with their index funds and advisors in 2022.

Features and News

Advisors to Clients on Banking Crisis: ‘Don’t Panic’

Vance Barse and Rita Cheng are telling their clients there’s no need to do anything rash.

Features and News

Portfolio Management Gets an F in Diversity, Author Says

While solid portfolios are built on diversity, managers are overwhelmingly men.

Features and News

ETFs May Offer a Lifeboat in Roiling Market

Government protection, 4.35% earnings are safe features financial advisors recommend.

Features and News

Satovsky: An Advisor Should Be Like a Family Doctor

Advisory firm takes a holistic approach to serving clients for multiple generations.

Index Investor Corner

Allan Roth: Is Direct Indexing Better Than ETFs?

The devil is in the details—and the tax implications. Analysis

Wealth Management: What Female Clients Say They Need to Know

When male advisors fail to tailor their approach to female clients, everyone loses.

Features and News

Advisor Recommends a Bond Ladder With ETFs

Sam Huszczo of SGH Wealth Management uses factors for equity exposures and ladders for fixed income.

Features and News

Is ChatGPT a Wealth Manager Killer?

‘It is only a matter of time before ChatGPT and other AI render many professional wealth managers redundant.’