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Live from BNY Mellon Pershing Insite
Bloomberg Businessweek
Passive Investment Strategy and Customization for Financial Advisors
9min Snip
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The chapter discusses the benefits of a passive investment strategy that allows advisors to sit on the same side of the table as their clients. They highlight the tax benefits and cost-effective investment management of this strategy, as well as the customization aspect based on client preferences. The chapter ends with a discussion on whether this strategy is a better solution than having an in-house fund manager create an active ETF.
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