Looking Ahead at ETFs for the 2027 Muni Bond Outlook

Published on October 1, 2026

Explore how muni bond ETFs and targeted state funds can provide tax-efficient yields and strategic flexibility heading into 2027.

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Fidelity to Raise RIA Custody Asset Minimum to $100M

October 1, 2026
Advisors custodying with Fidelity with less than $100 million in client assets will have to depart by June 30, 2027, according to the firm.

Following IRS Guidance, Compliance Experts Caution RIAs on Section 351 ETF Conversions

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One expert warned that advisors touting Section 351 conversions for tax purposes should reconsider recommending the strategy.