A new Ignites article spotlights Section 351 ETF conversions as a solution for the industry's persistent challenge: getting new funds past the $100 million threshold. At Scharf, we've already been there. Earlier this year, we executed an approximately $900 million Section 351 conversion—one of the year's largest. Why the momentum? Wealthy clients hold trillions in appreciated positions. Section 351 lets them restructure tax-efficiently without selling. The catch: operational

https://www.barrons.com/advisor/articles/351-exchange-etf-conversion-portfolio-tax-b3eb9344?gaa_at=eafs&gaa_n=AWEtsqfoF5AIs2MEDwhk2QqZqe9WRlwYQTRE1bdKfSXS7m1ynIXHNwIQduIR&gaa_ts=69d405ab&gaa_sig=IT1GRAQBKVYQrNoJTYgTYRCk11lwE5DnlEsZNREzt0lITkOSGTFmrjdH55X8UuEaLyrK0IqP7f53Jp20ofoppA%3D%3D

https://www.investmentnews.com/opinion/351-exchanges-are-gaining-momentum-and-most-firms-are-underestimating-the-risk/265995

https://www.youtube.com/watch?v=wnvM72kI9ps

Investing in Exchange-Traded Funds (ETFs) can be a powerful way to diversify your portfolio, but many investors struggle to unlock their full potential. With the right guidance and expertise, you can navigate the complexities of the ETF landscape and make informed decisions that align with your financial goals. In this post, we will explore how ET Foundries can help you maximize your ETF potential, providing you with the tools and insights necessary for successful investing.

In the rapidly evolving world of finance, Exchange-Traded Funds (ETFs) have emerged as a popular investment vehicle. As we approach 2025, the demand for efficient and effective ETF conversion solutions is more critical than ever. ET Foundries stands at the forefront of this transformation, offering innovative solutions that cater to the diverse needs of investors and financial institutions alike. This blog post will explore the significance of ETF conversions, the role of ET

Exchange-Traded Funds (ETFs) have gained immense popularity among investors due to their flexibility, liquidity, and cost-effectiveness. However, the process of converting mutual funds to ETFs can be complex and requires strategic planning. In this blog post, we will explore real-world ETF conversion strategies, drawing insights from ET Foundries, a leader in the ETF space. Understanding ETF Conversions ETF conversions involve changing a mutual fund into an ETF without liquid