What’s New in Portfolio Rebalancing Tools?
This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition. Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]
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 […]
Generating Tax Alpha With After-Tax Asset Allocation
The calculation of after-tax asset allocation is key to determining asset location, which can significantly impact an investor’s after-tax returns according to a study done by William Reichenstein, Ph.D., CFA (a copy is here as well). Reichenstein proposes a unified framework that addresses the different risks and returns that exist between taxable and retirement accounts. While he doesn’t mention the […]