tax planning

Retirement Upside

Selling Your RIA As a Retirement Strategy? Mind the Terms

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The dollar figures in RIA M&A transactions are eye-popping, but that’s only part of the story.

2 min read

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Advisor Upside

Advisors Grow Their Tech Stacks as Clients Demand More

They’re increasingly considering new portfolio tax optimization and estate planning tools as the bar for sophisticated advice goes higher.

2 min read
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Advisor Upside

Advisor Interest in Long-Short SMAs Nearly Doubles

Nearly 60% of advisors said they are the products they’re most interested in adding to their portfolios.

2 min read
Photo illustration by Connor Lin / The Daily Upside

Advisor Upside

How Financial Planning Can Help Treat the ‘Financial Toxicity’ of Cancer

The fiscal consequences of cancer can be dire, even coinciding with mortality rates. Financial advisors can actually help.

5 min read

Advisor Upside

Schwab Earnings Boosted by Latest Tax-Focused Strategy

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Executives said the firm’s 21% year-over-year revenue growth in the second quarter was partly due to RIAs’ continued interest in long-short strategies.

1 min read

Advisor Upside

Long-Short SMAs Aim to Keep the Tax Losses Flowing

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It’s become harder for direct-indexing strategies to generate the tax losses that underpin much of SMAs’ appeal.

2 min read

Advisor Upside

How to Create a ‘Tax Planning Mindset’ Instead of a Checklist

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With the right tools and know-how, advisors can move beyond annual tax conversations to a lifetime tax-planning mindset.

2 min read

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