Insights into our Value

Technology is transforming the world of wealth management, enabling advisors to deliver greater capabilities to clients with increased efficiency. Among these potential capabilities is a more advanced systematic approach to year-round tax management – it no longer needs to be a burdensome, manual, year-end process reserved for larger accounts.

The explosion of low-cost investment products and model portfolios provides significant opportunities for advisors to transform and grow their practices while improving client outcomes. However, there is a major obstacle getting in the way of advisors taking full advantage of these opportunities – Taxes!

Differentiating your practice based on performance is a challenge. Client portfolios are increasingly geared toward benchmark exposures, given the prevalence of low-cost, passive investing versus active management…

As we at 55ip reflect on 2020 and the challenges it presented, we feel incredibly fortunate that we were still able to make game-changing strides in our mission: to help advisors break down barriers to financial progress. We now have over 120 advisors with over $30 billion in discretionary assets…

Today, the role financial advisors play in helping clients tackle uncertainty and volatility has become increasingly vital. By leveraging an innovative, tax-smart strategy, advisors can drive better outcomes for clients, adding tangible value.

Using model portfolios is a great way to scale your practice, but client-specific customization and implementation can be difficult and time-consuming. Whether you are starting with your own models, a third-party model, or designing them from scratch, 55ip will help you develop your own menu of investment strategies. Plus, the…