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Trillions in SMA assets ripe for tax-friendly ETF 'exit valve'

Summary by Financial Planning
Trillions in wealth management client assets in separately managed accounts SMAs could convert to ETFs via tax-aware Section 351 conversion, Cerulli study says
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Trillions in SMA assets ripe for tax-friendly ETF 'exit valve'

Trillions in wealth management client assets in separately managed accounts SMAs could convert to ETFs via tax-aware Section 351 conversion, Cerulli study says

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Financial Planning broke the news in on Wednesday, May 21, 2025.
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