The firm’s net new assets in the wealth management business were up 183% from a year ago, which executives attribute to net new clients, asset consolidation from existing clients, and stock plan retention.
Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor uses losses now to offset gains later, thus managing their tax burden.
In this week’s fund news, Rob Arnott launches four model portfolios; Ritholtz’s clients reap the benefits of tax loss harvesting through direct indexing; and DFA celebrates its 40th anniversary.
Learn how top advisors are leveraging technology and employing new digital marketing tools as a way to continue to fill their sales pipeline with qualified leads.
