Financial Advisors: the ETF revolution is now

ETFs have taken the Registered Investment Advisory industry by storm. According to one estimate, ETFs
will account for an average 22 percent of RIAs’ client portfolios within a year and 30 percent of client
portfolios by 2014. While the overall trend is clear, advisory firms are at various stages of utilization of
these products. At some firms, consultants still need to understand the basics of ETFs, while other firms
are moving ahead at light speed. Recently, several RIAs have been launching their own, firm-branded
ETFs as a way to take their investment strategies mainstream and build an identity in the marketplace. In
this webinar, we take a look at the state of the current market and explore how advisory firms can quickly
take advantage of ETFs to serve their client needs. For many firms, this is a make or break issue. The
future hangs in the balance. Projected speakers: industry consultants and/or analysts