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