Common beliefs in the wealth management industry that are untrue — and potentially harmful.
What is householding and what’s required to do it well?
We talk with Bob McKinley, head of client services, about the role of client services in a software firm.
The six tools you should have in your tax management toolkit.
A video animation of portfolio management using the Smartleaf system
A comparison of strengths and weaknesses
Smartleaf technology enables Altium to bring ultra-high net worth portfolio operations in-house and deliver highly customized, tax-optimized solutions at scale.
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Loss harvesting gets all the attention, but it's gains deferral that does most of the work.
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We address common objections to loss harvesting
Managing multiple accounts to a single target in a tax-optimized manner
