Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
12 Questions to Ask Clients in December
By Bryce SandersFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
October 27, 2021
Tax-Loss Harvesting: 5 Keys to Doing It Right for Each ClientTax-loss harvesting is not a one-size-fits-all proposition, says Joel Dickson, head of enterprise advice methodology at Vanguard.
October 19, 2021
Schwab to Launch Direct Indexing Platform in Early 2022Schwab is currently piloting the program, which initially is focused on investments in three equity indexes.
October 05, 2021
Playing the Long Game With Your Clients' Tax StrategyTax loss harvesting can be far more impactful if applied systematically throughout the year.
September 28, 2021
Fidelity Rolls Out Fractional Share Trading for AdvisorsFractional share trading for stocks and ETFs is now available through Wealthscape,Fidelity's advisor technology platform.
August 16, 2021
Direct Indexing to Grow Faster Than ETFs, Mutual Funds: CerulliCerulli is forecasting a 11.4% annual growth rate over the next five years vs. 11.3% for ETFs and 3.3% for mutual funds.
July 26, 2021
Parametric Adds Tax-Managed Product With Low Minimum: Portfolio ProductsTwo active fixed income funds also launched: the Gavekal Asia Pacific Government Bond ETF and VectorShares Min Vol ETF.
July 06, 2021
Managed Account Assets Are Exploding: Cerulli AssociatesThey grew 41.6% in the first quarter from a year ago to a record $9.2 trillion.