ETF Guide 2018

Take advantage of the expanding ETF universe to help clients reach their goals.  This year’s ETF Guide offers advisors insight on products and strategies when building client portfolios.

May 1, 2018

Shaking up the market

Competition is heating up as firms scramble to meet rising demand for ETFs

  • May 2, 2018 May 1, 2018
  • 00:11

Talking about ETFs

Tips for teaching clients about these still-evolving funds and what they entail

  • May 2, 2018 May 1, 2018
  • 00:10

Early mover’s advantage

BMO jumped into ETFs before many of its competitors. Now, the bank is building on its lead

  • May 2, 2018 May 1, 2018
  • 00:09

Two global portfolios, two unique approaches

ETF experts choose sample investments designed to mine international opportunities

  • May 2, 2018 September 11, 2018
  • 00:08

Advice and ETFs: new models

Robo-advisors and traditional firms are creating new partnerships

  • May 2, 2018 May 1, 2018
  • 00:07

New ways down alternative paths

Vehicles such as hedge funds and private equity are now open to more investors

  • May 2, 2018 May 18, 2018
  • 00:06

Safe – but not too safe

ETFs offer portfolio diversification that can reduce losses while retaining potential for growth

  • May 2, 2018 May 1, 2018
  • 00:05

The price of choice

As ETFs continue to morph beyond their passive, plain-vanilla roots, balancing costs and performance may become more difficult

  • May 2, 2018 May 30, 2018
  • 00:04

The innovation equation

Raj Lala of Evolve says entrepreneurship is at the core of his new firm

  • May 2, 2018 May 4, 2018
  • 00:03

Above the fray

Deborah Fuhr brings years of independent thinking and insight to the rapidly changing, global ETF landscape

  • May 2, 2018 May 1, 2018
  • 00:02