Press
Press and news articles about 351Conversion.com 351 Conversion SaaS Fintech Software Platform and other related news.
2026 expert predictions: What's next for wealth management
Traffic will boom at the intersection of taxes and investing - Matt Bucklin, founder of ExchangiFi
The top tax stories of 2025 for financial advisors
The list below of the top tax stories from 2025 displays only some of the many rich links to planning and wealth management.
A New Shortcut for ETF Launches: Tax-Free Exchanges
Some asset managers have started to use a decades-old provision in the tax code for new ETFs to reach the magic $100 million survival threshold. But the strategy is not for the faint of heart.
The 351 Conversion Boom Boards Can’t Ignore
For managers facing SMA portfolios with years of embedded gains, the ability to move into an ETF via Section 351, a tax provision that allows investors to transfer property tax-free, holds irresistible appeal.
New website aims to support emerging Section 351 ETF conversions
As financial advisors and their clients learn more about the potential tax advantages of a Section 351 ETF conversion, a new website aims to connect issuers with investors.
New Platform Connects Shops with Advisors for Tax-Deferred ETFs
Nascent 351 exchange ETFs help SMA holders defer taxes on appreciated assets but can be difficult to launch.
Reach Out To Invest Now, In New ETF Launches!
We will successfully match you with upcoming issues of ETFs that fix you investment needs.