In a previous post (6 Keys to Launching a Successful UMA Program), one of the panelists commented that no vendors currently have a complete solution for Unified Managed Households (UMH). I thought this would be an excellent opportunity to touch base with a few vendors that offer fee-based advisory platforms to learn more about their […]
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 […]
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 […]
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