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 [...]
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. [...]
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 [...]
Can ETF white label platforms “steal” your ETF?
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, [...]
Can you convert a mutual fund into an ETF tax efficiently (or an SMA or hedge fund)?
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 [...]
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 [...]