Everyone talks about cost and tax advantages, but advisors said the primary driver for them using exchange traded funds is really the underlying index.
“We are headed for a period where there will be increased volatility for risk assets. When we see a period like that, we see ETFs benefit afterward,” says Guggenheim’s William Belden.
Buckingham Strategic Wealth’s director of research shares what he thinks are the limitations of exchange traded funds and what attendees should seek out at conferences like Inside ETFs.
Charles Schwab adds 12 new commission-free ETFs, fintech is a concern of corporate executives and AARP launches an online tool to help clients interview advisors.