Morningstar: Assets in Tax-Managed SMAs Now Total Over $500B

Published on October 17, 2024

The figure represents growth of 67% from year-end 2022.

Continue reading on website
Other news

This 529 Plan Mistake Could Cost You Big at Tax Time

October 17, 2024
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.

$470M South Florida Advisor Joins UBS from J.P. Morgan

October 17, 2024
John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.