Convince me in 15 minutes why advisors should launch custom ETFs.
With Wes Gray, CEO of Alpha Architect
ETFs are more tax efficient
ETF fees are tax deductible
ETFs will greatly simplify operations
Timestamps
0:42 The great tax swindle
1:49 ETF fees are tax-deductible
2:35 ETFs can simplify complex SMA operations
3:52 What strategies are appropriate
8:04 How the tax efficiency works
12:48 Regulatory concerns regarding tax benefits
15:17 Section 351seed capital
17:52 Index-based mutual fund ETF share classes
18:51 Who qualifies
23:53 Income strategies and ETF tax efficiency
25:45 The downsides of launching ETFs
