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PFP1933
Comparison of ETFs vs Mutual Funds
Date
June 12, 2019
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)
This includes sessions from AICPA ENGAGE 2019:
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.
Speaker
Managing Director, ETF.com
General
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