Webinar Registration

How RIAs launch their OWN ETFs
Boost Your Client's Practice Management outcomes and reduce out-of-pocket costs -
Thursday, May, 18
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ET
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60 minutes
Patrick Cleary
CEO ETF Architect

What You'll Learn

In this webinar, Patrick Cleary (CEO, ETF Architect) will outline how RIAs can effectively launch their own proprietary ETFs to manage client assets. As advisers seek innovative ways to raise assets, retain clients, and leverage technology to scale their business, Mr. Cleary will highlight the…

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What You'll Learn
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Webinar Description

In this webinar, Patrick Cleary (CEO, ETF Architect) will outline how RIAs can effectively launch their own proprietary ETFs to manage client assets. As advisers seek innovative ways to raise assets, retain clients, and leverage technology to scale their business, Mr. Cleary will highlight the unique ways in which an ETF can (for certain firms) increase efficiency, minimize taxes, and streamline the portfolio management process. Mr. Cleary will also discuss the highlights of a 351(a) transaction, which enables SMA assets to be contributed to an ETF in order to seed the fund without incurring unnecessary taxable gains as compared to a traditional sale of assets.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.