Leigh Eichel and Ayal Bahary at Alpha Vee recently provided a live overview of their investment models and what makes them not only special but essential parts of an alert advisor's solution set. The video wasn't listed but if you don't know them yet, now's your chance to get a look behind the scenes.
High-net-worth clients want tax-focused advice, but many advisors struggle to demonstrate measurable value. Envestnet’s tax overlay service aims to bridge the gap with automated strategies that seek to eliminate short-term gains, calibrate loss harvesting to individual circumstances, and provide transparent reporting. Erik Preus, Group Head of Investment Solutions at Envestnet, explains how the platform can help advisors scale tax management while maintaining the personalization wealthy clients demand.
The Federal Reserve appears to have finally turned the corner on a three-year-long string of unprecedented loss-making.