One of our wealth advisors, Derek Williams, CFP® was recently featured in an article highlighting the reasons why ETFs are being so quickly adopted by advisors (in particular fee-only advisors). Click here to check it out:
Veratis Advisors, Inc.’s Post
More Relevant Posts
-
We’ve made changes to our Fundamentals list and reports 💻 Our Q1 2024 Fundamentals update shares information about specific funds and ETFs our Investment Team believes have potential to achieve their stated objectives. The reports outline the latest positioning and performance findings as well as meeting notes with the fund managers. Read what’s new in our latest update: https://lnkd.in/d76hiJfN
Fundamentals
To view or add a comment, sign in
-
“𝘛𝘩𝘦𝘳𝘦 𝘪𝘴 𝘢 𝘭𝘰𝘵 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘸𝘪𝘵𝘩 𝘣𝘶𝘧𝘧𝘦𝘳 𝘌𝘛𝘍𝘴, 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘩𝘪𝘴𝘵𝘰𝘳𝘺 𝘰𝘧 𝘴𝘵𝘳𝘶𝘤𝘵𝘶𝘳𝘦𝘥 𝘱𝘳𝘰𝘥𝘶𝘤𝘵𝘴 𝘴𝘩𝘰𝘸𝘴 𝘵𝘩𝘢𝘵 𝘣𝘰𝘵𝘩 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘰𝘧𝘵𝘦𝘯 𝘥𝘰 𝘯𝘰𝘵 𝘧𝘶𝘭𝘭𝘺 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘵𝘩𝘦 𝘯𝘶𝘢𝘯𝘤𝘦 𝘰𝘧 𝘵𝘩𝘦𝘴𝘦 𝘷𝘦𝘩𝘪𝘤𝘭𝘦𝘴." Markov Processes International (MPI) President Jeff Schwartz discusses the intricacies of #BufferETFs and the reasons why many national wealth management firms have been careful to assess this growing universe of funds and whether to add #DefinedOutcome strategies onto their platforms. Great conversation with Jeff Benjamin for his article "Buffer ETFs Require Precise Financial Advice" in etf.com. https://lnkd.in/egnTiepC #assetmanagement
Buffer ETFs Require Precise Financial Advice
etf.com
To view or add a comment, sign in
-
How much do you know about Innovative Portfolios (Sheaff Brock's money management company) and its ETFs? Dave Gilreath and Ron Brock were recently interviewed by Richard Rosenthal of Cboe Global Markets about just that! Learn why Dave and Ron decided to convert two mutual funds into ETFs last year, plus some other fun facts. Click the link to watch. https://lnkd.in/gbMDazvy
To view or add a comment, sign in
-
-
Exchange-traded funds (ETFs) are an easy entry point into investing. They provide quick, broad exposure to the financial markets. Even better, ETFs are far easier to manage than a diversified portfolio of individual assets. https://trib.al/Dueknsy
To view or add a comment, sign in
-
-
One approach that has become increasingly popular is the use of factor-based ETFs, which are designed around certain shared characteristics of assets that go beyond the more traditional attributes (e.g., size, industry, location) of early mutual funds. While there are literally hundreds of identifiable factors, the most well-known are Quality, Value, Momentum, Small Size, and Minimum Volatility. In this guest post, Robert Hum, CAIA, Managing Director and U.S. Head of Factor ETFs at BlackRock, discusses why Quality factor ETFs have seen large inflows over the last year, the characteristics that define Quality, and how advicers can implement Quality ETFs in their clients' portfolios. https://bit.ly/3LtKiKV #advicers
Why Quality Factor ETFs Have Seen Large Inflows Over The Last Year – And How Advisors Can Use Them In Client Portfolios
link.kitces.com
To view or add a comment, sign in
-
ETFs I Digital Assets. Subscribe to our weekly Global ETF newsletter. Founder of Blackwater and Moolah Invest
Ever wondered what the Capital Markets function in ETFs does? New entrants to ETFs often struggle to understand what exactly Capital Markets does. It's the only role that does not exist in mutual funds. As the attached report attempts to highlight, it's an important role so do not underestimate it if you are thinking of launching your own ETF business. To discuss more, feel free to reach out mike@blackwatersearch.com
To view or add a comment, sign in
-
Our ETFs offering 100% loss protection over a one-year outcome period continue to capture the market’s attention. We’ve reimagined how investors can access the markets with greater downside risk controls. Listen to host Neena Mishra of ETF Spotlight and our Head of ETFs, Matt Kaufman discuss how Calamos Structured Protection ETFs™ work and why this is an opportune time to take some equity risk off the table. Listen now or reach out directly to discuss: https://okt.to/OQvR5Z More on our suite of ETFs: https://okt.to/fLGDpF
Should You Buy ETFs with 100% Loss Protection?
To view or add a comment, sign in
-
Intrigued by international investing opportunities? On September 13th, earn a CE credit and tune in for our webinar featuring BNY Mellon’s ETF strategist Matt Camuso and Walter Scott & Partners’ investment managers Tom Quinn and Paul Loudon. Topics of discussion will include the attractive investment opportunities in developed international companies that can arise through the deployment of active ETFs. This complimentary webcast is for financial professionals only and is closed to the public. https://bit.ly/3LfvqA1
Don’t miss the opportunity to book your spot. Register now!
etftrends.com
To view or add a comment, sign in
-
Calamos Structured Protection ETFs™ immediately captured Bloomberg’s attention, because of the innovative construct of these products — 100% downside protection, growth potential and tax alpha over a one-year outcome period. Read their article: https://okt.to/amI3WH Visit our website to learn more about our newest suite of ETFs, the Calamos Structured Protection ETFs™: https://okt.to/EYSrwu
New stock ETFs Offering '100%' Downside Protection Are Coming | Bloomberg
calamos.com
To view or add a comment, sign in