Tax-managing strategies are important to clients, say 77% of advisors surveyed by Russell Investments.

Read: Family trust may scuttle Clippers sale

And 86% of advisors surveyed agree that these strategies are important to their practice.

The survey also shows that investors are much less optimistic than advisors are about the capital markets over the next three years. While 87% of advisors are feel positive about the markets, the advisors report that 30% of clients share their optimism.

Also read:

Donate life insurance, save tax

Evaluate the feds’ tax-savings claims

Originally published on

Add a comment

You must be logged in to comment.

Register on