The $5.0 Trillion Sitting in Your Clients’ Statements
You already know these clients. The founder who never sold. The executive with two decades of vested grants. The household with a direct-indexing account that harvested beautifully for five years and now produces nothing. New research from ExchangiFi puts numbers on how common they are. An estimated $5.0 trillion in taxable equity assets fit the […]
Section 351 Exchange Eligible Assets List
The single biggest stumbling block in a Section 351 ETF conversion is not the tax code. It is the asset list. A portfolio that looks perfectly normal in a brokerage statement can fail at the basket level because of how ETFs actually move securities through creation and redemption. This guide walks through what can and […]