There are two main reasons for any financial professional to pick-up a copy of this ETF Guide written by Joanne Hill, Dave Nadig & Matt Hougan.
As the portfolio management landscape has been changing rapidly, ETFs have been the main driver. Finding unbiased information on ETFs can be difficult as most information is provided by the issuer with an eye towards self promotion. This book is part of the CFA Institute's Continuing Education Program (It qualifies for 5 hours) and eliminates those potential issues.
The discerning advisor should also know one of the conclusions reached by the authors:
This guide could also be used as a business development tool.
Jay Coulter has spent 20 years in the financial services industry working for industry leaders such as Morgan Stanley, Lehman Brothers, Guggenheim and Charles Schwab. He holds an M.B.A. from the Goizueta Business School at Emory University and a B.S. in Business Management from The University of Tennessee. Jay has earned the Certified Investment Management Analyst® and Certified Financial Planner® designations.