VIRTUAL EVENTS
Modernization without Reinvention: How to use 351 ETF Conversions
Many RIAs have a grounded SMA business. But as assets grow, these thoughtfully constructed portfolios become operationally complex. A 351 ETF conversion can help modernize operational efficiency while retaining the same thoughtful approach to portfolio construction.
Join Tidal Financial Group for an educational webcast exploring the benefits 351 conversion.
SUMMARY
Topics covered will include:
- How RIAs can preserve the intellectual capital embedded in SMA strategies while delivering them through a more efficient ETF structure.
- How ETF wrappers consolidate trading, rebalancing, and compliance—freeing teams from operational drag as assets grow.
- How scalable ETF-based strategies can enhance firm valuation, portability, and attractiveness in M&A or succession scenarios.
This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, The ETF Institute for the CETF® designation and The American College of Financial Services.
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
SPEAKERS
Brittany Christensen
SVP of Business DevelopmentTidal Financial Group
Cinthia Murphy
Director of ResearchVettaFi
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