David Gordon is the Senior Vice President of Direct Indexing at Vestmark: a wealthtech firm that provides portfolio management solutions and outsourced services to financial professionals.
In this podcast, Dave and Doug discuss how advisors can use tax management methods to attract and retain clients, ultimately helping them grow their businesses.
They also discussed:
- Tax management’s role in client support and advisor-client retention.
- The importance of tax efficiency for differentiating advisor services.
- Both the challenges and benefits of separately managed accounts (SMAs) for RIAs.
- Direct indexing: concept, advantages, and performance.
- Personalization through direct indexing for tailored tax outcomes.
- The scale challenges in implementing tax-efficient strategies.
- Vestmark’s software support for tax-efficient strategies, especially for smaller RIAs.
Resources:
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