Today’s rapidly changing financial landscape demands that financial advisors navigate the intricate intersection of investment decisions and tax planning. That’s why we developed our Advanced Planning team . . . to give participating advisors an unfair competitive advantage.
Over the past 13 years, UMA assets have increased more than five times to amass 22% of assets in managed accounts, according to a study from Cerulli. This shows that not only are advisors taking advantage of this investment vehicle, they’re actively looking for ways to balance efficiency and increased client support.
Despite all their planning, many parents don’t share personal financial lessons and values with their children. As a result, their children may not understand how their values can guide financial decisions as adults.
Just like bear markets and corrections, melt-up markets can be destabilizing to many investors, threatening their focus on the proper investment principles of maintaining balanced and diversified portfolios created on their investment goals, and maintaining a long-term discipline.
Many financial advisors do not know that tax loss harvesting is actually a strategy that can be implemented throughout the year as an ongoing component of portfolio management, rather than simply addressing it at the end of the year.
This is an environment where getting ready for M&A is not only a smart bet, but it’s also a strategic safeguard that helps ensure your firm is operating at full efficiency while displaying the optics most attractive to the biggest buyers in the market.
Four out of every five advisors told intelliflo in a 2023 survey that they have observed a widening financial gap in those who want financial advice and those who can access it. With all of the technology available today, why is this problem growing?
