Among the benefits that investors can hope to realize by utilizing ETFs within their portfolios, tax efficiency is one most ...

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small.

Moreover, the low portfolio turnover and in-kind redemptions also contribute to the tax efficiency of these vehicles. Now, a new category of ETFs aims to cut investors’ tax bill even further by ...

Clients with diversified yet heavily appreciated stocks could more effectively defer capital gains and avoid the tax hit of dividends by converting them into a newly burgeoning type of ETF. "These are ...

Former NBC-TV news anchor Tom Brokaw is credited with popularizing the title, “The Greatest Generation” to describe Americans ...

In the year ahead, private equity, exchange traded funds and tax-loss harvesting promise to be top priorities for advisors ...

Nuveen AMT-Free Municipal Value Fund provides investors exposure to a diversified pool of municipal bonds. Read why I remain ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. If you’re ready to retire and want to diversify your ...

Hanwha Asset Management noted on the 7th that even when investing in the ‘PLUS High Dividend’ exchange-traded fund (ETF) that ...

Clients with diversified yet heavily appreciated stocks could more effectively defer capital gains and avoid the tax hit of dividends by converting them into a newly burgeoning type of ETF.