Leading Through Change: Tax-Smart Portfolio Transitions for Modern RIAs

How do you modernize portfolios without sacrificing tax efficiency or client trust?

For today’s RIAs, tax alpha is one of the most powerful and visible ways to stand out. But as firms adopt models, direct indexing, and new tech, portfolio transitions can quickly put that advantage at risk if taxes and client perception aren’t handled with care.

Please join this session with Xander Bernhardt, Strategic Sales Manager with Betterment Advisor Solutions, and you will learn how to:

• Navigate portfolio transitions with a tax-aware strategy that protects after-tax outcomes

• Leverage technology and automation for consistency without losing advisor judgment

• Apply best practices for models and direct indexing transitions

• Communicate change in a way that builds confidence, not concern

• Manage the behavioral side of transitions so clients feel informed and in control

You’ll walk away with a clear, repeatable approach for guiding clients through portfolio changes, one that preserves tax alpha, strengthens trust, and supports scalable growth.

Join us for the free virtual event and learn how to lead portfolio change with clarity and confidence.