Tax Loss Harvesting in Volatile Equity Markets: Q1 2026

Published on April 14, 2026

In a year that started with volatility, direct indexing had ample opportunity to take advantage of loss harvesting opportunities.

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JPMorgan, Wells Fargo, Citigroup Boast Wealth Revenue Growth

April 14, 2026
The three banks reported strong growth in asset and wealth management revenue, offsetting mixed earnings results and market challenges.

iCapital, Envestnet Expand UMA Access for Alternatives, Structured Products

April 15, 2026
Envestnet advisors can now integrate iCapital’s alternative investments into UMA portfolios, streamlining access to private market solutions.