Aisha Hunt and Ryan Charles, principals at KH&C, discuss what advisors need to consider when thinking about converting separately management accounts into ETFs and how this will impact their clients.
By selling stocks at a loss, those losses can now lower, and potentially offset the tax bill Wood’s funds could receive on future capital gains.
It's getting increasingly more difficult to trade stocks and bonds without affecting their prices.
Bank ETFs have been at the epicenter of the action over the past week, a stretch which has seen three US banks fail with little warning.
These funds saw the most activity over the past 30 days.