Advisor’s guide to indexing and ETFs

The right ETF starts with the right index

All of your clients want positive outcomes. But each client has unique objectives—no two investors share the same goals, time horizon, and risk profile.

How can you improve outcomes for a wide segment of clients and gain a competitive advantage? A better understanding of indexes and passive strategies can help.

Because indexes are what powers Exchange Traded Funds (ETFs), and all indexes are not created equally.

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