Understanding 351 Conversions
Section 351 of the U.S. Internal Revenue Code provides a solution, a tax-free conversion of SMA holdings into an Exchange-Traded Fund (ETF). This strategy not only defers capital gains but also capitalizes on the operational and structural benefits of ETFs.
5 Steps for Active ETF Due Diligence
Evaluating active ETFs is a whole different ball game compared to passive funds. With active management, you’re not just assessing costs or tracking a simple benchmark, you’re trying to figure out if the fund’s pursuit of alpha is worth the higher fees.
No Room for You – A Focus on Exclusionary ETFs
Exclusionary ETFs are transforming the landscape of investing by filtering out companies that don’t align with specific values. Discover how these funds can enhance your portfolio while staying true to your principles.
Launching an ETF? White Label Could Be the Answer
Launching an ETF independently can be overwhelming due to significant costs, regulatory hurdles, and time demands. White labels provide turnkey solutions, handling the behind-the-scenes processes without being visible in your ETF branding.
The Rise of Buffered ETFs
Buffered ETFs AUM jumped to $41,4B in just one year. With demand soaring and more products launching than ever before, find out more about this explosive trend in our latest article.
ETF Spotlight: NANC and KRUZ
The rise of politically aligned ETFs allows investors to put their money into companies and funds that align with their personal or political beliefs. As the U.S. gears up for another election cycle in less than a month, a new breed of politically focused ETFs is gaining traction: Unusual Whales Subversive Democratic Trading ETF (NANC) and Unusual Whales Subversive Republican Trading ETF (KRUZ).
Building a Financial Independence, Retire Early (FIRE) Portfolio with ETFs
The idea of Financial Independence, Retire Early (FIRE) has become increasingly popular for those who want to take control of their financial future and potentially retire long before traditional retirement ages. FIRE is all about financial freedom—giving you the ability to pursue your passions without being tied to a regular job. If you’re interested in achieving this kind of independence, building a well-balanced investment portfolio is key.
Navigating the New Era of Income ETFs: The Rise of Option Income Strategies
Option income ETFs have been around for over a decade but have only recently gained significant momentum and investor attention. As ETF innovation accelerates, propelled by new regulations and a growing demand for advanced investment strategies, these funds are capturing the interest of both seasoned and new investors alike. Discover how option income ETFs are reshaping the investment landscape.
What Makes an ETF Successful?
Confidence in active management is growing. Allocators are shifting focus to actively managed ETFs, with allocations on the rise. Discover why active management is making waves, particularly in ETFs, and what this means for the future of ETF investing.
Why Consider Launching an ETF
Thinking about launching an ETF? The ETF industry offers robust growth and numerous advantages for both investors and product providers. With benefits like portfolio transparency, lower costs, tax efficiency, and liquidity, ETFs are a powerful tool for reaching new audiences and enhancing your market presence. Discover how launching an ETF can streamline your operations and expand your reach. Read on to find out.