Integrating Ongoing Tax Management Is Key: Cerulli Report

Published on February 23, 2026

As investor expectations evolve, and tax awareness becomes more central to portfolio construction, active tax management has emerged as a defining feature of sophisticated investment strategies. Across both equities and fixed income, disciplined processes may help investors retain more of what they earn.

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Are Custom Model Portfolios Right for Your Firm?

February 23, 2026
For today’s RIAs, the tension is real. Many clients seek portfolios tailored to their individual goals and values, while advisory firms also aim to deliver that level of service efficiently and at scale.

The AI-Driven Productivity Tide May Not Lift All Boats

February 23, 2026
In recent editions of Macro Signposts, we’ve emphasized how U.S. policy changes coinciding with the emergence of a new general-purpose technology (AI) may be accelerating adoption and diffusion of that technology – while also driving economic adjustments.