Financial advisors predict that exchange-traded funds (ETFs) will hold more client assets than mutual funds for the first time by 2026. This shift is attributed to ETFs' advantages in areas like taxes, fees, transparency, and liquidity. ETFs are projected to make up 25.4% of client assets, edging out mutual funds at 24%.
Financial advisors expect to hold more client assets in exchange-traded funds than mutual funds by 2026, for the first time, according to Cerulli Associates.
"ETFs have been attractive for investors for a long time," said Jared Woodard, an investment and ETF strategist at Bank of America Securities."There are tax advantages, the expenses are a bit lower and people like the liquidity and transparency." However, the ETF structure lets most managers trade stocks and bonds without creating a taxable event.
"If you're not paying taxes today, that amount of money is compounding" for the investor, Armour said.
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