Advisers may be overly focused on helping clients generate as much income as they can from their investments at the expense of another important objective: They're not thinking about how to maximize their clients’ after-tax investment return to generate what in industry parlance is known as "tax alpha."
That was the overarching takeaway from a webinar recently hosted by Financial Planning on ways in which to minimize clients' tax exposure.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access