Hidden Challenges and Opportunities in Tax Season

Alpha Architect’s Jess Bost noted in a conversation with VettaFi: “Tax season is a great opportunity for advisors to both deliver value and also to die by a thousand client questions.” As the busiest week of the year kicks off for many, financial advisors need to be prepared to answer questions from clients and [...] The post Hidden Challenges and Opportunities in Tax Season appeared first on ETF Trends .