How Financial Advisors Use ETFs
Introducing the latest in-depth study from Strategic Insight! A combination of Strategic Insight’s ETF data and in-depth analysis, and national broker-dealer assets, sales and flow data from Coates Analytics combines to provide an unprecedented view of how financial advisors are using ETFs.
This report will provide insight into ETF use in national broker dealer (BD) channels. But more importantly, it will delve into ETF use in Rep-as-Portfolio Manager programs – wrap programs where advisors have full discretion to build portfolios, and, therefore, the best view into what financial advisors themselves are doing with ETFs.
We look closely at a subject group of 1,746 financial advisors in these programs who like ETFs and together represent $12B in ETF assets – using their actual sales data, unavailable anywhere else.
Whether your firm offers ETFs or competes with ETFs, this study contains competitive intelligence about ETF trends in the U.S. The 32-page report is packed with the data, insights and forward-looking conclusions that you have come to expect from Strategic Insight,
delivered in convenient PDF format.
This report includes:
- Unique information and insights
- 30 graphs or charts
- Easily identified strategic takeaways
For more information about the report and pricing, please contact
Allana Burke, Strategic Insight
firstname.lastname@example.org, (917) 664-3507