Thank you for sharing!

Your article was successfully shared with the contacts you provided.

In recent years, the non-stop growth of ETF managed portfolios has been one of the biggest stories in the U.S. retail investment space. Since 2008, this industry has exploded from relative obscurity to achieve more than $100 billion in assets through the second quarter of this year, according to Morningstar.

In a typical ETF managed portfolio, a financial advisor/RIA outsources investment management to an “ETF strategist,” who builds strategies by combining ETFs. Although most ETF managed portfolios are structured as separate accounts, investors don’t get much customization or tax management, and their personal advisors usually have little or no influence over the strategist’s process and decisions.

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.