With the power of modern advisor solutions, tech-enabled financial professionals can quickly and simply incorporate tax-loss harvesting into their custom indexing strategy.
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced the launch of its groundbreaking FIQ Market One on the FusionIQ One platform. The innovative product marks a significant shift in the wealth management industry, offering a comprehensive investment solution for investors and advisors.
Wealth managers utilizing the SEI Wealth Platform can now view and manage assets custodied with third parties through an advanced integration with SWP’s proprietary core accounting engine.
Financial advisors have more tools at their disposal than ever to enhance clients’ investment outcomes. The challenge lies in integrating these diverse options into a cohesive, diversified strategy.
If you feel stuck choosing between technology and service, then it’s time to evaluate whether your TAMP is the best fit for you. Whether you’re switching TAMPs or deploying a new TAMP model at your firm, asking the following questions can aid your evaluation process.
There is a huge philosophical void between active management and passive management when it comes to running portfolios - either for your client by you personally, or the client doing it by themselves.
We ran a simulation to measure the loss harvesting tax efficiency of direct indexes compared to ETFs. The result: direct indexes were 3 to 5 times better.
