Vise – 5 Ways to Optimize the After-Tax Performance of Client Portfolios

Tax management is critical for wealth management practices. The majority of investors recognize the importance of minimizing taxes, and they want their advisors to reduce the impact of taxes on their investment returns.

This guide will show you five ways advisors can better manage taxes for their clients. Inside you’ll find:

  • How Tax Management Affects Returns
  • What Clients Expect From Advisors to Minimize Their Taxes
  • How Advisors are Responding to the Challenge
  • Delivering Tax Alpha, Not Just Tax Efficiency
  • The 5 Ways to Improve the After-Tax Performance of a Portfolio
  • How to Talk to Clients About Effective Tax Management

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