July 26, 2013
July 26, 2013
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Custom SMAs: Efficient Solutions To Client Challenges
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 Separately Managed Accounts: 4 Key Use Cases Where Custom SMAs Offer Clear Benefits
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.