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ETF Guide for Financial Advisors

This web-exclusive companion to Investment Executive’s ETF Guide for Financial Advisors offers insight on helping your clients understand their choices with exchange-traded funds. In part one, help clients learn the basics of ETFs. In part two, learn how investing in commodities has become much easier with ETFs. In part three, find out if leveraged ETFs are right for your clients.

May 21, 2014

Tax efficiency for bond-fund investors

New Horizons ETF does not hold bonds directly

  • May 21, 2014 May 21, 2014
  • 16:20

10 ETFs for the core of your portfolio

Here are 10 ETFs to use within your strategic asset allocation framework

  • May 21, 2014 March 29, 2018
  • 16:15

Strategies for using ETFs in portfolio construction

Susanne Alexandor, managing director at Cougar Global Investments in Toronto, is one of a new breed of investment strategists that specialize in portfolios composed entirely of ETFs. She discusses tactical asset allocation strategies to minimize downside risk and maximize results for clients.

  • May 15, 2014 December 15, 2017
  • 08:40

ETF Guide for Financial Advisors magazine

A supplement to the May 2014 issue of Investment Executive newsletter

  • April 28, 2014 January 22, 2018
  • 15:30

ETFs: Removing a roadblock

Proposal would create an ETF pipeline

  • April 27, 2014 January 13, 2019
  • 23:00

Leveraged ETFs may not be for ‘average’ clients

Vast majority of leveraged ETF buyers are direct investors

  • April 25, 2014 April 25, 2014
  • 13:00

How ETFs can open the world of commodities investing

ETFs provide easier access to this specialized asset class

  • April 25, 2014 April 25, 2014
  • 13:00

Helping clients learn the ABCs of ETFs

Most clients are looking for simplified formats to learn about these complex new products

  • April 25, 2014 April 25, 2014
  • 13:00