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Tax and wealth management eTF flows into financial advisory
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ETF flows into financial advisory thematic funds reached $1.2B in the past month. Tax and wealth management exposure is increasing in diversified portfolios as investors anticipate favorable policy adjustments before fiscal year-end. Income sources : Aside from Social Security, what other retirement funds can you tap to pay expenses and what are the tax implications of each? The tools available today are more sophisticated than ever. Technology allows us to monitor regulatory changes across jurisdictions in real time. It helps eliminate noise and enables us to focus on what matters: building strategy, making informed decisions, and guiding clients with clarity and confidence (v). Treasury yield movements continue to favor tax-advantaged investment vehicles, pushing wealth management stock valuations higher as updated models integrate lower discount rates.