COVID spurred positive changes in ETF Distribution model

The COVID-19 pandemic had a profound impact on the ETF distribution model, resulting in positive changes that have enhanced client engagement, prompted digital investment and forced sales teams to adapt to evolving client demands, according to a report recently published.

Time to get wise to using technology and data

For most people within ETF land right now, leveraging technology extends about as far as to using a CRM tool. But with the advent of AI, times are changing and folks are going to have to start tooling up if they want to stay relevant.