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[UPDATE] Help Clients Keep More: Managing the impact of taxes in a personalized way
In this issue of Sharing Perspectives, we offer insights on the importance of tax optimization and why a personalized approach matters.
We highlight Envestnet and BlackRock’s shared perspectives on the impact of taxes: why taxes have become so much more essential to the investment conversation; how data and technology-driven innovations are leading to better client outcomes; and how advisors can incorporate tax optimization strategies into their practice.