Discover how AdvisorShares used AdvizorPro’s CRM-integrated data platform to eliminate manual research, automate advisor segmentation, and close new advisor relationships faster.

September saw another surge of ETF innovation, led by Tradr, ProShares, and Nuveen. Issuers doubled down on specialized, conviction-driven strategies spanning leveraged, equity, and thematic categories. Discover how AdvizorPro helps issuers identify RIAs showing real-time interest in their funds and stay ahead of ETF distribution trends.

RIAs are embracing the 351 exchange model to help clients diversify without triggering capital gains. Explore how this tax efficient ETF structure is reshaping portfolio management.