Which Portfolio Rebalancing Software is Right for You? (2/2)
This is part 2 of 2 of a summary from a panel discussion at the Tools and Technology Today (T3) Conference, which took place February 11-13, 2013 in Miami, FL. You can read part 1 here. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon […]
RIAs Take Advantage of Discretion to Launch UMAs and Improve Efficiency
This is a summary from a session of the MMI Tech and Ops Conference with a panel made up of Registered Investment Advisors (RIAs). The discussions centered around the use of Unified Managed Accounts (UMAs) and the advantages of discretionary versus non-discretionary accounts. Moderator: Roger Paradiso, Director/CIO, Managing Director, Morgan Stanley Smith Barney Panelists: Dan Sherman, […]
Defining Tax Management
In the most recent edition of my Managed Accounts Newsletter (MA Monitor, Feb 2009), I compared different recommendations of the minimum value for a managed account that is required in order for tax management to be effective. The values ranged from $0 (no minimum) up to $1,000,000: $1,000,000 — Dale Rottschafer, CIO, Metamorphosis Money Management […]
A Conversation with Randy Bullard
Last week I had the opportunity to speak with Randy Bullard, Founder and EVP of Business Development at Placemark Investments. I planned to ask him a series of detailed questions about his company’s tax management and optimization services. Here is the list of topics I wanted to cover: Tax Aware Transition of Pre-Existing Securities Tax […]
Seeking Tax Alpha
The term “tax alpha,” which was coined by Rob Arnott of investment manager Research Affiliates, represents the improvement in net returns gained from effective tax management. (from Seeking Tax Alpha By David E. Adler at AdvisorMax.com) During my research and discussions with industry professionals, I’ve discovered (not surprisingly) that there are many definitions of tax […]
