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Leveraging Technology & Data
Disruption Accelerated
This piece is approved to use with clients.
Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Tax Management
Your words matter! Especially when it comes to TAXES.
Russell Investments has crossed an important milestone with our Tax-Managed Model Strategies. We now have a 15+ year track record to talk about. One thing is very apparent: taxes are hard and the differences between approaches vary wildly.
Manager & Investment Selection
Is your wholesaler your BESTIE?
Have you ever called your wholesaler when you realized late in the game of planning a client event that you need additional funding?
Tax Management
2018 Capital Gain Distributions: Won’t get fooled again
Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.
Leveraging Technology & Data
Rise of the Humans: Can Advisors Thrive in a Machine World?
The robots are no longer coming – they’re already here. And yes, they are after your job.