The Latest Update on ETF Share Classes

With 36 fund companies requesting approval, the SEC might be forced to rule on ETF share classes in 2025.

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Reviewed by: etf.com Staff
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Edited by: Kent Thune
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In this episode of Advisor Insider, etf.com Wealth Management Editor Jeff Benjamin talks with Daniel Sotiroff, senior analyst at Morningstar, about the potential of ETF share classes.

Coming into 2024, the ETF share class was viewed as one of the biggest topics in the ETF space. But even though it was overshadowed by a big year for cryptocurrency ETFs, the share class issue is not going away.

With some of the biggest names in money management now requesting regulatory approval for ETF share classes, Sotiroff sees nothing but momentum behind the effort. And he says the fund companies are signaling confidence that approval is coming.

Join etf.com’s Wealth Management Editor, Jeff Benjamin, and special guests from the ETF industry in discussions that cater to financial advisors seeking a deep dive into the world of investments and portfolio management! Guests will include financial advisors, ETF issuers, and representatives from across the financial services landscape, that will provide a comprehensive perspective on navigating the dynamic world of portfolio management. You can expect to hear industry experts share their insights on strategies, product utilization and the newest concepts shaping today’s wealth management. Tune in for practical wisdom, expert discussions and valuable takeaways to elevate your advisory practice. 

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