SAM’s workflow on the biggest loss harvesting day of the year was no different from any other day. Sometimes boring is good, especially when it pertains to your operations when the market is under stress.
After almost 50 years of researching the financial markets, operating one of the early hedge funds, and then running a multibillion-dollar turnkey asset management program for more than 40 years, I’ve formulated some thoughts on risk that I’d like to share.
Estate planning isn’t just about distributing assets — it’s about protecting your clients' legacy, preserving family harmony, and ensuring wealth is transferred with precision, discretion, and control. Two key instruments at the core of that strategy are the Last Will and Testament and the Revocable Trust.
This strategic appointment underscores Envestnet's commitment to deepening its RIA client relationships and providing best-in-class technology, data insights and managed account solutions for RIAs to help scale and grow their practices.
If you're like many advisors, you're always looking for new ways to deliver greater value to your clients. Today’s investors want more than just a solid return. They want flexibility. They want tax efficiency. They want transparency. And more than anything, they want their portfolio to reflect what matters to them. That’s where AssetMark’s Direct Indexing (DI) comes in—and it's quickly becoming a powerful tool in an advisor’s toolkit.
The retirement of Morningstar Office could have disrupted thousands of advisory practices. Instead, a strategic alliance with SS&C’s Black Diamond is delivering continuity, efficiency, and next-gen capability—all with minimal advisor effort and no double billing.
Were your interactions timely, thoughtful, and emotionally attuned? Track progress on deepening relationships, share success stories, and use feedback to continually improve your service. Let your clients see that effort. Show them you are listening, evolving, and committed to offering a level of care that feels personal and consistent.
