Amplify is setting a bold mission for 2024: making firms future-ready by optimizing processes to drive value. William Cerynik, Amplify’s Director of PR and Communications, explains why this initiative is crucial for both acquirers and acquirees, aiming to streamline operations, and enhance tech and procedural efficiencies.
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.