This report will identify the key industry issues facing advisors today that are threatening profitability. These include: volatile markets, increasing client demands for service, rising costs, and a more complex regulatory framework.

To succeed in these challenging times, leading advisors are adopting new practice management philosophies and innovative approaches to portfolio management by partnering with third party money managers who specialize in ETFs. These “ETF Strategists” can provide a cost-effective, scalable, and differentiated service offering that can help decrease the time an advisor spends on portfolio construction and maintenance, while increasing the time he or she allocates toward building profitable client relationships.

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