Adhesion: How Advisors Can Provide Value With Year-Round Tax Loss Harvesting
(Adhesion) The primary goal of financial advisors is to create value for clients and guide them toward financial prosperity. One strategy to help achieve this is tax loss harvesting (TLH), a method that can potentially enhance after-tax returns. However, many financial advisors do not know that tax loss harvesting is actually a strategy that can be implemented throughout the year as an ongoing component of portfolio management, rather than simply addressing it at the end of the year.
AssetMark: Acquisition Preparation for Advisory Firms
(AssetMark) Acquisitions in the financial services industry are guided by the search for value. Firms considering selling or merging their practice must be aware that today’s buyers are seeking ways to unlock future advantages by acquiring the ability to scale effectively. This trend persists in a still-fragmented marketplace where consolidation is increasing in velocity and changing the entire competitive landscape in the process.
intelliflo Survey Highlights the Growing Financial Advice Gap for Americans
Four out of every five advisors told intelliflo in a 2023 survey that they have observed a widening financial gap in those who want financial advice and those who can access it. With all of the technology available today, why is this problem growing?
Goldman Lifts S&P 500 Target With Profit Optimism to Drive Rally
Just months after setting a 2024 target for the S&P 500 Index, Goldman Sachs Group Inc. strategists have boosted their forecast for a second time.
Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!