For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
Advisors can now access iCapital's technology platform through Envestnet and utilize UMAs to incorporate alternatives and structured investments alongside traditional public market holdings within a single account structure. Through workflows connecting iCapital's technology into Envestnet's advisor-traded sleeves, advisors gain access to a seamless experience across portfolio construction, implementation, and ongoing oversight as alternatives play an increasingly central role in diversified portfolios.
Most advisory firms treat client acquisition like a recurring expense—referrals, lead purchases, campaigns that start from zero every quarter. VastAdvisor believes the problem has never been effort. It’s been infrastructure. The firm’s platform seeks to give advisory practices a governed AI growth system that learns with every campaign, owns its audiences, and compounds advantage over time. The advisors building that infrastructure now may be the ones defining the industry a decade from now.