Exchange Traded Funds have seen massive inflows in recent years as investors recognize the many benefits the ETF vehicle can provide. The fact that ETFs trade on an exchange can also require advisors to adopt new trading procedures as they seek to effectively implement them into their practice.
On this edition of Peer-to-Peer, we dive into the most common ETF trading and operational questions, hearing insights from both the custodial and advisor perspective.
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 or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Tom Generazio (TD Ameritrade) and Marc Jimenez, CFA, CFP® (CAM Investor Solutions) are not affiliated with American Century Investments®.
IRS Circular 230 Disclosure: American Century Companies, Inc. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with American Century Companies, Inc. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
This information is for educational purposes only and is not intended as tax advice. Please consult your tax advisor for more detailed information or for advice regarding your individual situation.
