T. Rowe Price Files For Actively Managed Crypto ETF

Advisors can use custom SMAs to help their clients pursue a range of goals. Fidelity's guide will explore four common use cases, including diversification away from concentrated positions and even accumulating capital losses for a future taxable event.

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.