Press Releases

Press Releases

——Press Releases——
August 29, 2022
Tax Harvesting to Lead Future Client Demand

August 29, 2022, Needham, MA –The bear market of 2022, on the heels of a prolonged bull market, has brought tax management capabilities to the forefront of advisor services. Portfolio construction services have also evolved so that advisors can more broadly offer customized portfolios to solve specific client issues. As such, it is not too surprising that tax harvesting is the top portfolio customization process surveyed advisors expect client demand for in the future, according to the latest findings from FUSE Research Network’s Advisor Trend Monitor Series Report – Portfolio Construction: The Advisor View, published in conjunction with WealthManagement.com.

For the complete press release, click here.

Latest Tweets