To ensure requests with tax implications are completed before year-end, all requests must be received by Freedom Advisors, in good order, by Friday, 12/6/24. Requests received after this date will be completed on a best-efforts basis and may not be completed by year-end. Please ensure your staff are aware of these timeframes and best practices to facilitate timely processing of all requests.
You now have enhanced and expanded performance reports in the first tab of the Reporting Center. For multi-sleeve UMA models, check out the Sleeve Performance report. For a snapshot view across all clients, see the Global Performance Review report.
Now Is the Time For Small Caps
In this video (14:02), Massimo Santicchia of Alpha Quant discusses why now is the time to consider small caps.
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