Advisors Cite Tax Harvesting as Chief Benefit of Separately Managed Account Structure

January 10, 2023, Needham, MA –Following an extended bull market, 2022’s volatility put tax management capabilities front and center for advisors and their clients. Therefore, it is logical that the ability to harvest losses for taxes is the most highly rated characteristic of separately managed account (SMA) investing among surveyed advisors, according to the latest findings from FUSE Research Network’s Advisor Trend Monitor Series Report – Product Usage: The Advisor View, published in conjunction with WealthManagement.com. For the complete press release, click here.