The flood of ETF launches seems unending, with the industry smashing through AUM and trading records once again this year. With so many ETFs trading, ICI’s Josh Weinberg offers an inside look at what the hottest topics and trends were at the 2026 ICI ETF Conference this year.
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The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street…
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Recent updates are providing greater clarity on compliance expectations, helping practitioners navigate complex exchange structures with more confidence.
Updated guidance is influencing how practitioners design and execute exchange transactions across investment vehicles.
Advisors and asset managers are adapting strategies as demand for tax-efficient restructuring continues to grow.
Heightened oversight is driving changes in how firms approach tax-deferred exchange structures and compliance requirements.
