Why Advisors (and Family Offices) Should Consider Creating their Own ETFs
We believe that the primary benefits of the ETF wrapper (tax efficiency, easy access, and transparency) should be available to a broader set of professional [...]
We believe that the primary benefits of the ETF wrapper (tax efficiency, easy access, and transparency) should be available to a broader set of professional [...]
We get a lot of questions related to whether or not you can keep your official track record when you do a tax-free ETF conversion. [...]
We have received quite a few questions related to the costs and benefits an ETF sponsor faces when managing their funds as a “passive/index fund” [...]
Should you launch an Active or Index ETF? This post dives into some of the regulatory & legal nuances involved. If you are a [...]
We get the following question at least 1x a day: “How do I start an ETF?“ The good news is we can help you [...]
In this piece, we walk through the common comment that ETF white label operations can "steal" your ETF. And while this is a valid concern, [...]
We receive the following question(s) almost daily: Can you do a tax-free conversion of a mutual fund into an ETF? Can you do a tax-free [...]
Interested in starting an ETF? Interested in converting a managed account, hedge fund, or mutual fund into an ETF? Simply want to learn more [...]