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So, Your Mutual Fund is Converting to an ETF?

September 2, 2021

From a recent edition of Financial Advisor IQ’s ETF Insider, the focus remains on the concept of mutual funds remodeling as ETFs. Advisors continue to wonder how these conversions impact clients who hold the mutual funds targeted.

Understanding more about what type of account the mutual fund is held, your fractional shares, and what it means if you are looking to increase your shares are all key for an advisor to consider actively.

Sonja Formato, Senior Director at Foreside, tells Financial Advisor IQ that there is never a given that an ETF version of a product will even be available through your home office or custodian platform.

Click here to learn more about why distributors want to be included early and often as the fund manager converts to an ETF.