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 [...]
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 [...]
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 [...]
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 [...]
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 access the [...]
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 [...]
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 [...]
Interested in starting an ETF? Interested in converting a managed account, hedge fund, or mutual fund into an ETF? Simply want to learn more [...]