report by BlackRock
Results for ""
Tax Management
[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
Explore Envestnet and BlackRock’s perspectives on trends taking shape in the world of tax management and discover new technology solutions to better scale your practice for future growth.
Tax Management
2021 Tax Facts Quick Reference Brochure
This piece is approved to use with clients.
This resource provides a summary of key rates and thresholds impacting income, social security, estate, retirement and investment taxes for the 2021 tax year.
Client Relationships
Client Discussion Guides
These value-add worksheets from BlackRock help increase engagement between an advisor and their clients.
Behavioral Finance
From Plan to Portfolio
Advisors integrating planning into their practices face new challenges. Of critical importance is the advisor’s ability to translate client needs into financial solutions and to communicate how those solutions meet their goals. Needs-based planning builds confidence in the advisor and helps clients avoid costly emotional decisions which can sabotage long-term results.