Welcome to the inaugural issue of Wealth Manager’s ETF Expert, our new e-newsletter. ETF Expert’s subscribers will receive data, reports, strategies and analysis written with wealth managers and their clients in mind. ETFs have become popular for very good reasons: their low expenses, tax advantages, ease in trading and rebalancing, and transparency. Now they seem to have gone mainstream, with enough selection, assets and track record to be a part of the norm in portfolios instead of an alternative.
Each month ETF Expert subscribers will receive:
Reports: Profiles of ETF strategies wealth managers are using in client’s portfolios. Many wealth managers have incorporated ETF strategies into their practices. Hear what’s working in their clients’ portfolios and see if these strategies will work for some of your own clients