The Biggest ETF Innovation You’ve Never Heard Of
The next major wave in ETFs won’t come from AI funds or thematic plays. It’s already here—and it’s hiding in the tax code. Section 351 exchanges—a process using a specific tax rule—are transforming how ETFs launch and scale, and we’re just getting started. The Problem Worth Trillions Investors hold trillions (yes, trillions!) in appreciated stocks. … Read more
