Tax-managing strategies are important to clients, say 77% of advisors surveyed by Russell Investments.
Tax-managing strategies are important to clients, say 77% of advisors surveyed by Russell Investments.
And 86% of advisors surveyed agree that these strategies are important to their practice.
The survey also shows that investors are much less optimistic than advisors are about the capital markets over the next three years. While 87% of advisors are feel positive about the markets, the advisors report that 30% of clients share their optimism.
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