“This is a nice offering for clients that maybe aren’t large enough to necessarily have a financial advisor, especially one that’s going to be doing ongoing tax management,” said Jeff Strange, a relationship manager at FUSE Research. “Part of it is the investor desire to be more self-directed. But there are a lot of clients on this platform that aren’t with a financial advisor, and this is probably something that caters to that audience.”
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Article published on April 1, 2022