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The Independent Advisor's Guide to Tax-Efficient Trading
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"The Independent Advisor's Guide to Tax-Efficient Trading"
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In an increasingly competitive industry, advisors and independent broker dealers need to differentiate their firm. Learn how providing tax alpha at scale gives you a major competitive edge.

Mega trends like new technologies, low-cost competition and shifting customer expectations are evolving the wealth management industry. Chief among these trends is new competition like bundled technology/human advice offerings and online robo advisors offering advanced functionality.

As a result, advisors, independent broker dealers and their executives need to be able to demonstrate the value they provide to clients, differentiate their business and find cost savings wherever they can.

Professional advisors can clearly demonstrate their value by providing “tax alpha” through strategic trading and rebalancing. Explore how you can embrace this competitive edge by learning:

  • A solution for scaling tax alpha
  • How to use technology to differentiate your firm
  • Benefits for your practice


Offered Free by: Orion Advisor Services
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