As you earn revenue with financial planning and investment advisory services, you’ll be able to reduce your tax workload dollar for dollar and exponentially increase the time available to better serve your clients!
“Dan’s deep industry expertise coupled with his track record of innovation and delivering customized portfolio management at scale creates an exciting opportunity for SMArtX.”
RIAs are making the switch to outsourcing, but despite the growing popularity, there are still many misconceptions that may deter advisors from considering this route.
After helping thousands of clients find their ideal wealth planner, we saw patterns in the tax questions that came up over and over again. We created this guide with the purpose of helping you get answers and clarity as you navigate the uncertainty of taxes!
In this environment, prudent college planning with a financial advisor may offer opportunities to lessen the burden for the next generation by the time they eventually receive their hard-earned diplomas and pursue career goals.
The index-fund industry spends millions each year telling advisers that it is their job to convince their clients to “buy and hope”—to hold on no matter what the markets do. And it is good advice. It’s just not practical advice.
Just five years ago, GeoWealth had $8 billion in platform assets. Today, we have more than $28 billion in platform assets. Our team has grown significantly to more than 100 people. And we’re serving more RIAs than ever before, with 180,000 accounts on the platform.
