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101 Ways Financial Advisors Can Add Value For Their Clients

CFO News Room

As while an advisor may be well-qualified to construct an appropriate asset allocation for a client, differentiating themselves from all other advisors (including relatively lower-cost robo-advisors) who use a lot of the same investment management strategies has become more difficult. Tax Planning. Cash Flow Management.

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Transcript: Ted Seides

Barry Ritholtz

It’s much more about security selection and a relatively static portfolio construction. It’s part of their own tax planning. And what’s their budget like a fraction of it, right? SEIDES: I would say that’s not really part of my belief system of what a hedge fund is trying to deliver.