Registration is complimentary for financial advisors.
Summary: Advisors know growing their practice depends on optimal tax management — fully 80% of investors expect their advisors to minimize their taxes. But the vast majority of advisors conduct tax-loss harvesting only at year’s end, missing out on major opportunities, and nearly half rely on less-than-optimal tools like email and spreadsheets to monitor portfolio performance. This “optimization gap” leads many advisors to worry they could lose clients due to a lack of effective tax management. More...