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TAX-SMART PORTFOLIO REBALANCING

6 best practices to reduce your clients’ tax burdens and grow your practice.





READ THE FULL WHITEPAPER

Download now


INTRODUCTION

Investors have had a rough year as rollercoaster-like market volatility put the
S&P 500 down nearly 20% for 2022, marking the worst performance in 14 years. But
investment advisors have a rare chance to make the best of the situation with
tax-smart rebalancing – a major value-add, year-round opportunity to help
clients reduce or eliminate their tax consequences.

Offering value-added services focused on estate and tax planning have become
more important for advisors to remain competitive and grow their businesses. A
staggering 80% of investors believe that their financial advisors should focus
on minimizing their taxes, and 90% believe that taxes can erode the growth of
their investment accounts over time.1

Portfolio rebalancing can help advisors harvest losses and limit capital gains
since it combines well with tax planning, reevaluating, adjusting risk
tolerances, and resetting financial goals. Asset location optimization, target
overrides, capital gains budgeting, and custom thresholds on unlimited sets of
tax rules are other powerful ways to meet clients’ specific tax strategies and
control their annual tax burdens at the individual or household level.

However, 42% of advisors still need to use rebalancing technology2 and are
likely missing opportunities to upmarket their service strategies, scale to meet
the needs of a growing client base and gain operational efficiencies. Advisors
that do use it may not have the capabilities to meet their clients’ tax goals.

Here is why offering tax-smart rebalancing is key to your value proposition and
six key ways to leverage it as part of your growth strategy.

 

Download whitepaper

 

1. “Why Most Financial Advisors Do Not Provide Valuable Tax Planning,” Forbes,
March 14,
2022:https://www.forbes.com/sites/davidrae/2022/03/14/why-most-financial-advisors-do-not-provide-valuable-tax-planning/

2. Cerulli: U.S. Advisor Metrics 2021 Client Acquisition in the Digital Age:
https://www.cerulli.com/reports/us-advisor-metrics-2021


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