Exchange-traded funds (ETFs) have burst on to the scene in the last few years, raking in hundreds of billions of dollars in assets and prompting a major shift toward indexing strategies in the process.
ETFs have empowered financial advisors (FAs), registered investment advisors (RIAs), Chief Financial Officers (CFOs), money managers, and retail investors to take greater control over their portfolios, pushing down fees and maxing out tax efficiency in the process.
While ETFs appear simple on the surface, these securities can be complex. In order to get the most out of ETFs, there’s a lot that investors need to know about the structure, opportunities, and limitations of these securities.
Below, we outline just about everything you need to know about ETFs, from the basics to the more sophisticated aspects of these products.
1. ETFs Are Tax Efficient
One of the biggest advantages of ETFs is…
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