A new study reveals a $417 billion tax avoidance scheme involving nearly identical ETFs. Financial advisors are divided on ...

Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of ...

Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what ...

Moreover, the low portfolio turnover and in-kind redemptions also contribute to the tax efficiency of these vehicles. Now, a new category of ETFs aims to cut investors’ tax bill even further by ...

As the name suggests, Vanguard Financials ETF is an index fund that aims to track the performance of the overall financial ...

High Income ETF (QQQI) offers stable income with consistent payouts and strong returns in any market environment. See more ...

Global X S&P 500 Covered Call ETF offers an 11.6% yield through options. Learn why XYLD’s strategy suits income investors ...

Bond market conditions look challenging, but these ETFs offer a combination of healthy yield, upside potential and managed ...

One of the longtime goals of exchange-traded fund investors (and their advisors) has been reducing their tax bite. Now, a new category of ETFs is amping up the tax benefits by using IRS Section 351.

Clients with diversified yet heavily appreciated stocks could more effectively defer capital gains and avoid the tax hit of dividends by converting them into a newly burgeoning type of ETF.

(Bloomberg) -- Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small. He’s part ...