How RIAs launch their OWN ETFs
Guest Expert: Patrick Cleary, ETF Architect
Date:
Webinar Replay Description
In this webinar, Patrick Cleary (CEO, ETF Architect) will outline how RIAs can effectively launch their own proprietary ETFs to manage client assets.
Comments
A few comments from listeners:
I really liked this presentation. I had conjectured use of 351 exchanges in various similar contexts, albeit not in ETF context, although never engaged in them. .
- Michael T.
I was blown away by the opportunity to create my own ETF for my clients and my thoughts concerning the huge advantage ETFs enjoy from a taxation viewpoint was confirmed.
- Gene B.
I really liked this presentation. I had conjectured use of 351 exchanges in various similar contexts, albeit not in ETF context, although never engaged in them. .
- Michael T.
I was blown away by the opportunity to create my own ETF for my clients and my thoughts concerning the huge advantage ETFs enjoy from a taxation viewpoint was confirmed.
- Gene B.
05.18.2023 - RIA
Attendees Comments:
I really liked this presentation. I had conjectured use of 351 exchanges in various similar contexts, albeit not in ETF context, although never engaged in them. .
- Michael T.
I was blown away by the opportunity to create my own ETF for my clients and my thoughts concerning the huge advantage ETFs enjoy from a taxation viewpoint was confirmed.
- Gene B.