What Clients Need to Know About ETFs
With over $500 billion in net inflows in the first half of 2025, exchange-traded funds are scorching.
The persistent growth is reshaping both client portfolios and financial advisor conversations. As the industry looks ahead to the potential approval of share classes, a game-changing structural development, it’s more important than ever for advisors to understand the evolving ETF landscape to help their clients navigate a growing list of investment choices.
Advantage, ETFs
Investors’ growing preference for ETFs is largely driven by the structural advantages. Unlike mutual funds, ETFs typically transact in-kind on the primary market, making them more tax-efficient. They also offer intraday liquidity by trading on exchanges…
