It’s critical that advisors choosing ETFs for client portfolios have a sound plan in place when it comes to executing ETF trades. During this webcast, we spoke with Tom Generazio, Senior Trader on Schwab’s Institutional Block Trading Desk about what advisors need to know to form good ETF trading processes and deliver better outcomes for clients.

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.