“As clients age and wealth disbursement needs to happen, they need to manage their tax positions and the solutions [to do that], whether through SMAs, direct indexing or custom products, have never been more available,” said Mike Evans, director of advisor research with FUSE and the report’s author, who noted that taxes have increasingly become top of mind for advisors from a portfolio customization point over the last five years.
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Article published on October 2, 2025