Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Tax-Loss Harvesting: 5 Keys to Doing It Right for Each Client
By Jeff BermanTax-loss harvesting is not a one-size-fits-all proposition, says Joel Dickson, head of enterprise advice methodology at Vanguard.
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.
July 02, 2021
In Tax-Loss Harvesting, Step Carefully Through the 'Wash Sale' MinefieldMutual funds and ETFs can cause even bigger headaches, Morningstar's Sheryl Rowling writes.
April 23, 2021
Biden's Capital Gains Tax Hike Wouldn't Just Hit the Wealthy, Advisors SayJeffrey Levine and other advisors discuss how to position clients, including non-millionaires, for this potential tax increase.
March 25, 2021
Why Ark's Cathie Wood Harvests Tax Losses Year Round, and You Should, TooA savvy advisor understands how to keep an eye on lowering a client's tax bill, Vestmark's Rob Klapprodt tells ThinkAdvisor.