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AICPA ENGAGE 2019

PFP1933 - Comparison of ETFs vs Mutual Funds


‐ Jun 12, 2019 1:45pm

Standard: $ 49.00

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:

  1. Gain a deeper understanding of the facts (and fictions) around ETFs.
  2. Discuss clear methodology for evaluating ETFs for a given use case.

Speaker(s):

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