Quick announcement: Tomorrow I’m hosting a CE-credit webinar with my pals at Burney on seeding ETFs in-kind.
Our last webinar on tax-aware long/short had over 300 advisers!

I have 4 copies of my Adviser’s Guide to Seeding an ETF In-Kind left…

Will seeding ETFs in-kind ever go mainstream?
Quick announcement: Tomorrow I’m hosting a CE-credit webinar with my pals at Burney on seeding ETFs in-kind.
Our last webinar on tax-aware long/short had over 300 advisers!


3x per week · Full archive · Cancel anytime
As Mentioned in WSJ, Bloomberg, Barron’s, and Journal of Wealth Management
Questions, corrections, speaking, consulting. I read everything.