In this section we present key findings and insights from our survey questions on practice management and operations, including services offered, the most time-consuming activities, professional designations, custody relationships and documentation trends.
Having a continuity plan can be a great selling point when meeting with prospective clients. It shows you practice what you preach and that their needs will be met even in your absence.
Consider these three factors when evaluating whether to switch to tax-managed solutions now.
By Frank Pape, Director, Portfolio Consulting Group, Russell Investments
