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Tax Management
[CE Credit Webinar] The tax calm before the storm?
Join us as we explore how this shifting landscape presents an opportunity for advisors to demonstrate value by helping clients plan for what they know while accounting for what might change
Business Development
Direct Indexing and Personalization at Scale—How Tech Provides the Way Forward
This piece is approved to use with clients.
Direct indexing and personalization used to be available only to ultra-high-net-worth investors, but technical advances and more widespread computing power are rapidly bringing those offerings to smaller investors.
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.
Tax Management
What to do about tax uncertainty
Consider what may help to reduce taxes—just in case.
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.
Business Development
Advisor Profile: How Has COVID-19 Affected Derek Notman's Practice? 'Not at all'
This piece is approved to use with clients.
Derek Notman is a virtual advisor. That doesn't mean he just uses video conferencing to talk with clients. His entire practice is virtual, and he's helping other advisors do the same.