Financial Advisor Success cover image

Ep 357: Building A High-Tech High-Touch Advisory Firm With The Modern Advisor Tech Stack With Jon Henderson

Financial Advisor Success

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner