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While the decision to move towards delivering scalable investment solutions through models can be transformative for an organization, making the decision to move to a model-based practice is only the first step.  Initial Considerations As advisors look to optimize their investment offering and operational infrastructure with…

Given the increasing importance of tax management, many advisors understand the basics when it comes to tax-loss harvesting. Yes, it’s about enhancing after-tax returns—or “tax alpha” as it’s often called—but there are other, less obvious benefits advisors should communicate to their clients to convey the full value of this…

Today’s market environment is increasingly challenging for investors. Long-term capital market assumptions forecast U.S. equities returning a meager 4.1%, a decline of 1.4% from 2020. Alpha is harder to come by for even the most skilled active managers. As a result, tax management has come to the forefront, as an extra…

Everyday demands for advisors have multiplied in recent years, handling financial planning, investment management and client services. But for many RIAs and Independents, there’s one more task on your plate that you might not have planned for: the role of Chief Marketing Officer.  For many advisors, finding new prospects,…

At 55ip, one of our core competencies is helping advisors unlock the use of model portfolios for taxable accounts.  After a long bull market and the “Covid Crash,” a sharp recovery propelled the stock market to even higher record levels. As a result, accumulated capital gains and potential…

Recently, President Biden proposed funding his American Families Plan with an increase of the long-term capital gains rate for those with over $1 million in income, an increase in the top marginal income tax rate for those making over $400,000, and an elimination of the cost basis step…

Tax-smart transitions allow advisors to help investors and grow their businesses With tax season and market uncertainty on the minds of investors, now is the time for advisors to capitalize on one of their greatest opportunities to drive new assets to their practice: tax-smart portfolio transition. Recent market volatility,…

Advisors need systematic tax management to compete & win “Money-in-motion” generally means opportunity for financial advisors. But what’s driving money-in-motion in the current environment? At 55ip, our belief is that industry trends and innovation—specifically, the shift to fee-based advice, the growth of models and indexing, and demographic transition from savings…

Market volatility and proposed tax plans support the benefits of automated tax technology For many financial advisors, tax-loss harvesting is a burdensome year-end process. It requires substantial manual effort and is often reserved for larger client accounts. This year could be especially onerous, with the gains realized as the market…

Watch Dennis Follmer, Head of Investments at 55ip, discuss how advisors can seize opportunities created by market volatility to better serve new and existing clients, transition them into updated strategies while managing their tax bill, and use losses created by market turmoil to further those portfolio transitions using tax-smart investment management tools—all executed simply and quickly with 55ip’s ActiveTax Technology®.

With the presidential election just a few days away, the country is living in a state of heightened uncertainty, unsure of the outcome and the ripple effect it may have on the already fragile U.S. markets and economy. A major consideration in overall financial stability for investors is tax planning,…

Advisors today are being asked to do more than ever for their clients. Financial planning, investment management, and client service are all part of the required service package, yet each is essentially a full-time job. Investment management is potentially the key practice area where efficiency gains have the most potential…