4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients
Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing?
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How is Direct Indexing Handling Russia
Russia’s invasion of Ukraine has triggered tons of sanctions from the west and many of those cut off Russian companies or Russian financers.
World-Class Technology and Institutional-Caliber Investment Capabilities Make Emotomy a Winning Platform for Gaining and Retaining High-Net-Worth Clients
Winning more high-net-worth clients is at the top of most advisors’ wish lists. But it’s hard to find the time to pursue them when advisors are dealing with the stress of completing everyday tasks that don’t drive home their added value. Updating asset allocation spreadsheets. Researching mutual fund and ETFs. Placing trades. Rebalancing portfolios. Dealing with cumbersome onboarding and operations challenges.