Franklin Templeton's Stanhope puts alpha ahead of tax in long-short
He says advisors who lead with harvesting risk client disappointment as direct indexing accounts carry embedded gains.
Products & portfolios
18 stories this week 143 in all, from the Advisors desk.
Latest from Products & portfolios
Blue Owl halts OBDC II redemptions, shifts to return-of-capital payouts
Robert A. Stanger's Michael Covello reads the move as an orderly liquidation and expects a first distribution of about 30% of NAV; later payouts are unquantified.
Oct 22
Morningstar: A hypothetical basket of leveraged ETF reference stocks would have beaten the market
The equal-weighted portfolio would have trailed the leveraged ETFs themselves by about 5 percentage points a year, and Morningstar says it would not have fared as well lately.
Oct 21
55ip extends UMA offering to RIAs with J.P. Morgan and BlackRock SMAs
Syntax connects its index engine to Schwab iRebal; Vise launches an asset-location tool.
Oct 21
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