This milestone not only signifies the maturity of Smartleaf's cutting-edge technology but also reflects the growing demand for its services, which streamline personalization and tax optimization for both advisors and investors.
Want to communicate the value of a direct index strategy to your clients and prospects? It starts with pointing out that this used to be reserved for the affluent with at least $1 million to invest. But with better technology and zero- or low-commission trading now the norm, more people can use direct indexing.
Many high net-worth individuals are planning on selling a business, property or large stock position in the future. These types of sales typically generate a significant capital gains tax liability that needs to be planned for years in advance.
NVIDIA and ChatGPT have been dominating the financial headlines as the Artificial Intelligence (AI) story has gone viral, but has NVIDIA’s seemingly overnight growth been as sudden as it appears? We ran our proprietary analysis.