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Tax Alpha – How Can We Do Better for Our End Clients?

October 14, 2022

CE Credits
Register

CE CREDITS
Investments & Wealth Institute® has accepted the MMI Webinar: Tax Alpha – How Can We Do Better for Our End Clients? for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Overview

Available On-Demand

Complimentary admission | Open to members and non-members

A special MMI event presented in conjunction with: Vestmark

Sometimes institutional management fails the retail investor. Simply retrofitting institutional processes for retail investors has been the preferred approach of asset managers in order to maintain scale, but has not led to optimal results for investors, especially from a tax perspective. While financial advisors have done their best to manage taxes one client at a time, systems and processes are often not in place to do it at scale. We can do better. What if you could start over? What would the solution look like?


Moderator:
Rob Battista, SVP and Managing Director, Vestmark Advisory Solutions

Panelists:
David Gordon, CFA, SVP, Direct Indexing, Vestmark
Verne Marble, CIMA, Director of Business Development, Private Advisor Group

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Tax Alpha – How Can We Do Better for Our End Clients? for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

Please contact MMI with any questions at (646) 868-8500 or events@mminst.org