Leading Through Change: Tax-Smart Portfolio Transitions for Modern RIAs скачать в хорошем качестве

Leading Through Change: Tax-Smart Portfolio Transitions for Modern RIAs

How do you modernize portfolios without sacrificing tax efficiency or client trust? For today’s RIAs, tax alpha is one of the most powerful and visible ways to stand out. But as firms adopt models, direct indexing, and new tech, portfolio transitions can quickly put that advantage at risk if taxes and client perception aren’t handled with care. Join this session with Betterment Advisor Solutions to learn how to: Navigate portfolio transitions with a tax-aware strategy that protects after-tax outcomes Leverage technology and automation for consistency without losing advisor judgment Apply best practices for models and direct indexing transitions Communicate change in a way that builds confidence, not concern Manage the behavioral side of transitions so clients feel informed and in control. __________________________________ Want to learn more about XYPN, follow us here! Website: https://www.xyplanningnetwork.com/ Podcast blog: https://www.xyplanningnetwork.com/pod... Behind the Advisor Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast... Behind the Advisor Podcast on Spotify: https://open.spotify.com/show/4expqng... XYPN Facebook VIP Community: https://www.xyplanningnetwork.com/vip... Facebook:   / xyplanningnetwork   Twitter:   / xyplanning   LinkedIn:   / xy-planning-network   Email: hello@xyplanningnetwork.com Advisor Blog: https://www.xyplanningnetwork.com/adv... XYPN LIVE: https://live.xyplanningnetwork.com/ Find-An-Advisor Portal: https://connect.xyplanningnetwork.com...