The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
ETFs have brought in over $1 Trillion in new money since the financial crisis, yet traditional mutual funds have experienced net outflows in the same period. So what's the deal? Are ETFs a plug-and-play substitute for mutual funds? What special concerns should advisors and intermediaries have when recommending ETFs for their clients? And are there any potholes in the road that a smart investor can avoid? This provocative one hour session will go beyond "ETFs 101" and focus on what makes ETFs such a powerful -- and sharp -- tool in the toolbox.
Learning Objectives:
Gain a deeper understanding of the facts (and fictions) around ETFs.
Discuss clear methodology for evaluating ETFs for a given use case.