Wholesaler Perspective | Minimize Client Distributions & Grow AUM

With another 75 basis points added to the Federal Funds Rate in September, expectations of an impending recession have been even further validated. Major indices, equity and fixed income alike, have plummeted and set new lows for the year in September as well.  As more and more fund holders opt to sell, fund managers are … Continued

How To Avoid Distributions and Build Tax Efficient Portfolios

At the end of every calendar year, many mutual fund managers distribute capital gains to shareholders, delivering tax implications that are equally painful for advisors and their clients. As an advisor, you’re tasked not only with helping your clients manage their investments, but also managing the tax implications of gains and losses from those investments. … Continued