ETF Insider for September 15, 2022

Figuring out how big a benefit direct indexing can bring to a particular portfolio, given the effort of selling the concept to clients, may seem daunting. Asset managers are starting to help with that process.

Americana Partners’ David Darst shares how the pitfalls of wealth transfer can be minimized and even avoided.

The agency will automatically issue refunds or credits to close to 1.6 million taxpayers by the end of September.

Hundreds of thousands of offshore “shell banks” around the world could be helping wealthy tax payers avoid paying taxes.

“Don’t let the emotions of the moment, the crosswinds in the market, knock you off your long-term plans,” Merrill Lynch Wealth Management president Andy Sieg said on CNBC’s Squawk Box.

The updates, which are for the stock plan platforms Equity Edge Online and Shareworks, aim to increase efficiency, productivity and satisfaction, according to Morgan Stanley.

ETF Insider: Tax Loss Tactics | ‘Finfluencers’ Floating ETFs | The Anti-ESG Strategy

Fear of capital gains hits and have held some advisors back from switching clients out of funds into ETFs. But a market dip may change that.

“Of late, there has been a historic sell-off in munis and the opportunity there may prove even greater in the future,” according to Coastal Bridge Advisors’ Jim Pratt-Heaney.