Note: This article is courtesy of Iris.xyz
By Craig Iskowitz
The low cost of ownership, high diversification, high liquidity and other general attributes of exchange traded funds (ETFs) are well known and have helped drive their growth and popularity. So how can a Registered Investment Advisor (RIA) take advantage of ETFs to build diversified investment strategies for their clients?
A panel discussion at the Money Management Institute’s 2014 Fall Solutions Conference attempted to answer this and a number of other questions about ETFs.
(Please note that two of the panelists have similar last names. Brendan Clark, President, Clark Capital Management Group and Todd Clarke, CEO of CLS Investments. I have referenced each person’s full name in the article to avoid confusion.)