Independent RIAs like Pure Financial spend too much time tax-transitioning portfolios

Many advisors believe their fiduciary duty is to maximize their clients after-tax returns, especially when first transitioning a portfolio to its model. That said, this takes hours away from the parts of the job they enjoy, and the ability to grow the firm. At the breakneck pace of growth Pure Financial has been known for over the last several years, efficiency and scale has never been more important. 

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