(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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By John Dias - CBS 2
May 15, 2023
Custom SMAs can be tailored to personal investment goals, adjusting their holdings to suit a variety of investment styles and preferences while remaining focused on tax planning and tax management.
Advisors face stiff competition in the race to meet rising investor expectations, putting a premium on scale and differentiation. The rise of direct indexing has shone a spotlight on the potential for customized separately managed accounts (custom SMAs) to help in this effort.