If you’re at the Conference catch CMG Capital Management Group CEO Steve Blumenthal in a panel discussion. Steve joins Robert Smith, from Sage Advisory, and Morningstar moderator David Sekera on Friday, Sept. 19, 9:40 a.m. – 10:30 a.m. for Breakout Session 5, Managed Portfolios. Facing the Fed-induced Headwinds.Follow the Conference on Twitter: #MStarETFUS
Morningstar has a new coverage area called ETF Managed Portfolios (660 strategies from 151 firms). Morningstar coverage includes CMG Opportunistic All Asset ETF Strategy and CMG Tactical Rotation Strategy.
Advisor demand for ETF managed portfolios continues to grow at a steady rate. At 8%, growth in the first quarter of 2014 equaled the average quarterly growth rate seen in 2013. Through March, strategies in Morningstar’s database collectively held $103 billion, representing a 40% increase versus March 2013.
Related: InvestmentNews: Financial advisers don’t make the most of ETFs, survey finds. Lack of time to learn the complexities leads to lack of confidence.
More financial advisors are choosing to build investment portfolios with ETFs rather than mutual funds. Why? What are the advantages of an all-ETF portfolio? Ron DeLegge, Chief Portfolio Strategist @ ETFguide talks with one LPL financial advisor about how he uses ETFs. Investors take note! Video below.