report by BlackRock
Results for ""
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
This piece is approved to use with clients.
Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Client Relationships
Client Review Meeting Prep Life Events and Milestones Checklist
Access a client review meeting prep life events and milestones checklist!
Client Relationships
Sample Client Review Meeting Letter
Access a sample client review meeting letter!