Mutual Fund to ETF Conversions: To Proxy or Not to Proxy, that is the question
ETF conversions are accelerating, and we are seeing more and more mutual funds converting into ETFs. The reasons for a mutual fund to ETF conversion [...]
Why Advisors (and Family Offices) Should Consider Creating their Own ETFs
Independent RIA firms seek to do what is “right” for the client, which often boils down to minimizing fees and taxes and increasing transparency/education [...]
Can You Keep Your Track Record After an ETF Conversion?
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. The [...]
Important Insights Into Index Versus Active ETF Management
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 I launch an Active ETF or Index ETF?
Should you launch an Active or Index ETF? This post dives into some of the regulatory & legal nuances involved. If you are a [...]
How to Start an ETF? Resources and FAQ
We get the following question at least 1x a day: “How do I start an ETF?“The good news is we can help you access the [...]
Can ETF white label platforms “steal” your ETF?
As readers know, our firm’s mission is to empower investors through education. We live that mission every day. In this piece, we walk through the [...]
Can you convert a mutual fund into an ETF tax efficiently (or an SMA or hedge fund)?
The question we keep getting, in various forms, is the following:Can you do a tax-free conversion of a mutual fund into an ETF?Can you do [...]
ETF-prenuers: An Introduction to ETF White Label Services
Interested in starting an ETF? Interested in converting a managed account, hedge fund, or mutual fund into an ETF? Simply want to learn more [...]