For Merrill advisors

Bring the benefits of tax-aware investing to clients

Stand out in a competitive market by bringing Capital Group’s tax-aware solutions to clients and prospects.

Deepen relationships with client-ready tax planning resources

Discover what’s available to you on the Merrill platform.

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Smart tax strategies for investors

How to have timely conversations with investors on tax awareness, mitigation and efficiency in your financial plan, investment portfolio and estate plan.

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Tax-aware investment guide

Clients want more tax efficiency. You need tools designed to help reduce tax drag on client portfolios. Discover how Merrill can help you recommend investment approaches guided by custom tax insights.

ETFs unwrapped: ETFs and tax efficiency

Capital Group ETF specialist Megan France breaks down two main sources of tax efficiency for ETFs, outlining key considerations for advisors as they evaluate different options for their clients.

Highest growth advisors integrate tax-aware investing for 69% of their clients, compared to just 56% for average advisors.

Source: Capital Group, Pathways to Growth, 2024 Advisor Benchmark Study*

Insights to help grow your practice

Leverage these insights and perspectives to strengthen your skills and deepen relationships with clients.

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What’s the best fit for clients seeking greater tax efficiency? It depends.

Building tax-efficient portfolios can make a big difference in the long term. But vehicle selection depends on client-specific circumstances such as asset base, account type, cash flow and portfolio composition.

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5 ways advisors are actually using and benefiting from AI

Advisors are using AI in their practices. Here are the tasks they’re using it for and the specific tools they’re trying.

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A 3-step tax and estate planning checkup for any client

A three-step tax and estate planning checkup for any client, including basic estate planning, wealth transfer opportunities and techniques to help lower taxes.

 

Footnote/Important information:

*This calculation is based on a 2024 survey in which Capital Group anonymously polled more than 1,500 financial professionals who together provided a representative view of the U.S. advisor landscape. In the “Pathways to Growth, 2024 Advisor Benchmark Study,” high-growth, highest growth or fastest growing advisors were defined as those advisors in the “top quintile in terms of growth as measured by a composite of assets, revenue and number of clients. Top quintile based on growth in AUM, revenue and number of households between 2021 and 2023. Percentage and absolute growth are equally weighted in the calculation.”

 

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