It seems there is something else financial advisors and clients aren’t talking about: taxes.

According to an SEI Quick Poll released on Monday, over 90% of financial advisors say their clients rarely or only occasionally ask about how to minimize taxes on their investments, even though advisors can save clients over 3% through tax-management strategies.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access