This Week in ETFs: From February 23-27
Is your ETF core CRM3-ready?
Feb 25, 2026HOW CRM3 IS RESHAPING ADVISORS’ CORE PORTFOLIOS
CRM3 reforms for Total Cost Reporting will appear on client statements beginning January 2027. Based on a number of our private consultations, many Advisors are reviewing higher-cost funds and ETFs across their books. See what those discussions — and recent ETF flow data — suggest about the inclusion of Asset Allocation ETFs into core portfolio models.
BASIS POINTS – TAKING STOCK OF RECENT DATA AND EVENTS
We’re going to eschew a thematic write-up this week. Instead, we’re going to provide some quick thoughts on recent data points and market developments and what it means for our framing going forward.
Also check out Bipan’s latest webcast replay: High Valuations, Low Vibes — Macro Webinar ft. Bipan Rai
Read the Basis Points blog for more timely market insights and commentary.
TAX SEASON IS COMING — BE READY
Get clarity on BMO ETFs’ 2025 tax parameters and brush up on tax FAQs to stay ahead of client conversations. All you ever wanted to know about ETF distributions, how they are taxed and why BMO ETFs are efficient solutions for foreign investing. Includes information on Withholding Taxes, T1135 and U.S. Estate Taxes and BMO ETFs that are attractive Foreign Investment solutions.
Disclaimers
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