Know:How to talk to your clients about ETFs

Use these resources with your clients to help them understand how ETFs offer an approach to diversification, flexibility, tax efficiency and lower costs.

This side-by-side comparison of ETFs and mutual funds can help your clients understand the advantages of each type of security.
ETF Essentials

Compare the potential benefits of each approach with your clients and consider what matters most to them when building a diversified portfolio.
ETF Essentials

Use this resource with your clients to help them understand how to evaluate the true cost of ETFs. It can be more complex than they realize.
ETF Essentials

Reference this resource to help you explain to clients how the mechanics behind ETFs can potentially limit the taxable events caused by their investment funds.
ETF Essentials

Help your clients understand the inner workings of these new investment products, and how they may help them further diversify their portfolios and meet their long-term investment goals.
ETF Essentials

Help your clients understand the risks and potential benefits when an ETF lends out its underlying securities.