Notably, these numbers are averages of estimates, and as the authors of the Vanguard study point out, there could be great variability in outcomes from one client to the next, and even one year to the next (e.g., the report shows a high end of 185 bps for investment tax planning). But what this study demonstrates is that nearly a third to a half of advisor alpha can be generated just from investment-related tax planning strategies alone!
Related posts
-
Canadian Regulator Probe Determines That Liquitrade Operates an Illegal Crypto Exchange
The British Columbia Securities Commission (BCSC) said its investigation into Liquitrade’s crypto asset trading platform found... -
NFT Sales Rise 8% Higher Amid Broader Crypto Market Downturn
Over the past week, non-fungible token (NFT) sales have... -
Holiday lull doesn’t slow crypto funding as Sentient scores $85m, Lombard raises $16m
The past week saw relatively low crypto funding activity, primarily due to the July Fourth holiday...