Exchange Traded Funds (ETFs) have continued to grow in popularity as more and more investors recognize the potential benefits the ETF vehicle can offer. Advisors aiming to effectively implement ETFs into their practice should know they don’t have to be alone in that journey. Custodian block trading desks offer services that can play a valuable role within a firm’s trading procedures.
On this edition of our Office Hours series, we spoke with Tom Generazio, Senior Trader on TD Ameritrade’s institutional block desk to hear firsthand how they work every day with financial advisors to support them in trading ETFs. We also covered when it makes sense to contact a block trading desk and how to go about that with any of the major custodial platforms.
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation. Clients should consult with their financial, tax or legal advisor on their own particular circumstances.
The opinions expressed are those of the speaker(s) as of the date indicated and may change based on market and other conditions. The accuracy of the content and its relevance to your (client’s) particular circumstances is not guaranteed.
Tom Generazio and TD Ameritrade are not affiliated with American Century Investments.
Investing involves risk including possible loss of principal. Past performance is no guarantee of future results.
For Financial Professional Use Only/Not for distribution to the public.