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

The Big Advisor/Client Gap

Past performance and expected returns are only part of the advisor/client conversation.

Features and News

Challenge Facing Advisors: Growth

Peter Mallouk’s firm Creative Planning is one of the country’s largest RIAs.

Features and News

Dissecting 3 Big Quality ETFs

The quality factor is delivering the goods this year, but ETFs in this space vary widely.

Features and News

WealthStack New Wrinkle For Advisors & Fintech

New conference focuses on the relationship between advisory services and technology.

Features and News

‘Say’ Helping Investors Be Heard

New firm trying to help bridge communication gap between investors and companies—and even ETFs.

Features and News

ETF Investors Embrace ESG 'Lifestyle'

Flows data suggests socially responsible investors want to build asset allocations, not capture hot trends.

Index Investor Corner

When Will Smart Beta Be Smart?

A closer look at factor investing reveals higher risk than reward.

ETF Strategist Corner

Brazil ETFs Poised For Breakthrough

Markets seem optimistic that ongoing reform will have teeth.

Features and News

Top ETF Investing Ideas For Rest Of Year

ETF strategists share where they see trouble and where they see opportunity going forward.