Top 10 Ways to Screw up a Tax-free Conversion from an SMA to ETF
If you’ve read about converting separately managed accounts or private investment funds into a new ETF using Section 351 of the Internal Revenue Code, [...]
We want to launch an ETF. Should I be the ETF Advisor or Sub-Advisor?
“To advise or sub-advise…that is the question.” William Shakespeare, outsourced compliance consultant, circa 1978. Choosing an ETF white-label partner can be daunting, [...]
