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For more information about the report and pricing, please contact

Allana Burke, Strategic Insight, (917) 664-3507 or


New Strategic Insight Study


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and a Sample Page from the Report


This 36-page report probes some of the most important questions on ETF use by financial advisors at National Broker Dealers:

  • How quickly ETFs are penetrating National BD wraps: Where ETFs are taking market share away from mutual funds and why. And how ETF use is changing among the most ETF-friendly financial advisors
  • Which types of ETFs are growing at National BDs: The top ETFs and the most popular ETF investment styles, and how financial advisors are using ETFs in portfolio construction
  • Brand preference of ETF-using financial advisors: How concentrated are ETF assets in top managers, and how open FAs are to new ETF-market entrants

The answers may surprise you!


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, (917) 664-3507




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