Many clients may mistakenly think the expense ratio is the only cost of owning an ETF—here’s how to help them understand the full picture.

Learn how to use ETF tax-loss harvesting to reduce client tax bills, create tax alpha, and demonstrate proactive value. Includes implementation strategies, best practices, and CRM workflow tips for ...

ENCL:CA's 17.9% yield is powered by leverage and Canadian oil sector tailwinds. The fund’s 125% leverage boosts distributions and upside. See ore here.