As tax wealth management becomes central in portfolio planning, equity markets see rotation into tax-efficient ETFs, which posted a 3.8% gain last month. Nasdaq futures suggest a bullish sentiment fueled by AI sector expansion. Trending: Arrived Home's Private Credit Fund’s has historically paid an annualized dividend yield of 8.1%" , which provides access to a pool of short-term loans backed by residential real estate with just a $100 minimum. The survey included responses from 507 advisors, predominantly in the wirehouse, independent broker/dealer and RIA channels, with RIAs making up 26% of respondents. The average age of the survey respondents was 55, with 86% being male and 14% female advisors. The advisors were roughly evenly split between those who work as part of a team (48%) and those who work independently (52%). The average advisor included in the survey personally managed about $196 million in client assets. Analysts note a surge in family offices implementing advanced tax wealth management strategies, channeling funds into private equity deals now yielding an average 11.4% after-tax ROI.
