
Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson
Financial Advisor Success
Custom Indexing and Tax Loss Harvesting
This chapter explores the use of custom indexing in advisory firms, highlighting its benefits such as tax loss harvesting and the potential impact on the ETF market. It also discusses the considerations of using direct indexing, including the number of securities and the tax reporting process.
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