Univeris Blog

Read What’s Been on Our Minds

Two Pervasive ETF Myths

Two Pervasive ETF Myths

Today’s blog is the third of a four-part series focusing on the state of the ETF market. In Part III, we debunk two myths that we frequently heard from our polled MFDA-licensed advisors. Our fourth and final installment will address two more common...

Four Reasons Why MFDA-Licensed Advisors Use ETFs

Four Reasons Why MFDA-Licensed Advisors Use ETFs

To all the MFDA advisors out there: are you licensed to trade ETFs? Why or why not? In Part 2 of our MFDA Advisor In-depth Interview Series, we dive into the motivation behind why some advisors started trading ETFs.

ETFs vs. Mutual Funds from the Advisor’s Perspective

ETFs vs. Mutual Funds from the Advisor’s Perspective

We've reached out to several advisors and ETF manufacturers to get their impressions of the state of the ETF market. We will present these findings over a four-part blog series and start with Part 1 on the advisor's perspective on ETFs versus Mutual Funds....

CONTACT US

Looking for a Modern Portfolio Management System? Choose Expertise.

Today’s ever-changing investment landscape increases the relevance of technology to unlock efficiency, productivity, and competitive edge.
Univeris Advisor has the tools you need to get ahead and stay ahead. Contact us today for more information, or schedule a demo.