Record Tax Savings in Model Portfolios Highlight Continued Opportunity for Investors in Volatile Market Environments

Record Tax Savings in Model Portfolios Highlight Continued Opportunity for Investors in Volatile Market Environments

BOSTON–(BUSINESS WIRE)–55ip, the fintech platform designed to deliver personalized and tax-smart investment management at scale, today announced that data from its platform this year reveals a record number of advisers taking advantage of harvesting opportunities. tax losses for their clients. Across client portfolios through Q3, the 2022 year-to-date tax savings benefit for ETF and mutual …

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