Wealth advisers pitch tax strategies to newly rich tech workers, The Information reports
The Information says the boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts.
TLDR
The Information reports that wealth advisers are pitching newly rich tech workers increasingly sophisticated ways to reduce taxes on concentrated stock fortunes. The publisher says the boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts.
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