Tax-Loss Tactics with SS&C ALPS Advisors
How advisors can transform tax loss harvesting from a year-end task into a year-round strategy for better client outcomes.
How advisors can transform tax loss harvesting from a year-end task into a year-round strategy for better client outcomes.
In this episode of Tech It Up, host Trent Berry sits down with Alex Hagmeyer, Co-Chief Investment Officer and Senior Director of Quantitative Research at SS&C ALPS, to unpack how advisors can elevate their approach to tax loss harvesting. Together, they explore how technology and continuous monitoring are transforming what was once a year-end exercise into an ongoing strategy that enhances after-tax outcomes and strengthens client portfolios.
From overcoming common misconceptions to leveraging automation and direct indexing, Alex shares research-backed insights on how to make tax loss harvesting a proactive, scalable part of modern portfolio management.
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