Tax Alpha Insider

Tax Alpha Insider

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Tax Alpha Insider
Tax Alpha Insider
More than one-quarter of advisors (26%) choose not to use direct indexing

More than one-quarter of advisors (26…

Brent Sullivan
Apr 25
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Tax Alpha Insider
Tax Alpha Insider
More than one-quarter of advisors (26%) choose not to use direct indexing

A new Cerulli report and some jokes

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