Inside the Advisor Practice

BlackRock

Welcome to Inside the Advisor Practice, a BlackRock podcast for U.S. financial advisors navigating the evolving needs of their clients and the changing landscape of wealth management. Each episode explores the trends, opportunities and challenges shaping advisor practices, from tax-smart investing, retirement planning and portfolio construction to practice management, client engagement and the impact of AI on financial advice. Through conversations with investment leaders, industry experts and practitioners, Inside the Advisor Practice delivers practical ideas to help advisors better serve clients, adapt to change and grow their practice. Content intended for a U.S. audience.

Episodes

  1. 2d ago

    Beyond Pre-Tax Returns: Building More Tax-Aware Portfolios

    How can financial advisors help clients keep more of what they earn? In this episode of Inside the Advisor Practice, Rich Kozlowski, Head of Distribution for BlackRock’s U.S. Wealth Business, sits down with Brad Zucker, U.S. Head of iShares Product Consulting at BlackRock, to explore tax managed investing, after-tax returns, and strategies for building more tax-aware portfolios.  They discuss why pre-tax performance figures don't always tell the whole story, how taxes can affect long-term investment growth, and why advisors should make tax management a year-round priority. Learn how index and active exchange traded funds (ETFs), municipal bonds, direct indexing and long/short SMAs, and options-based strategies can support different client needs and portfolio objectives.  The conversation covers practical approaches to managing client portfolios, including managing capital gains distributions, identifying tax-loss harvesting opportunities, evaluating fixed-income investments, and considering asset location when constructing portfolios. Brad also explains how advisors can monitor potential fund distributions and identify opportunities using BlackRock's Tax Evaluator tool.  Whether you're reviewing year-end tax considerations or refining a client's long-term investment plan, discover how a tax-aware approach to portfolio construction can help financial advisors make more informed investment decisions and focus on clients' after-tax outcomes.  Inside the Advisor Practice is a BlackRock podcast for US financial advisors, featuring insights on investment strategies, portfolio construction, market trends, and the evolving challenges of wealth management.  Watch and subscribe on YouTube: https://1blk.co/4iYbSkL Listen and subscribe on Spotify: https://1blk.co/4sJ5Tne Listen and subscribe on Apple Podcasts: https://1blk.co/4z4r04W This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. BlackRock does not provide tax advice. We urge you to consult with a tax professional regarding the potential tax consequences of these solutions. This material does not constitute any specific legal, tax or accounting advice. Please consult with qualified professionals for this type of advice. Visit blackrock.com or iShares.com for a prospectus or summary prospectus, which includes investment objectives, risks, fees, charges, expenses and other information that should be read and considered carefully before investing. Investing involves risk, including possible loss of principal. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  2. Oct 18

    Managing IPO Wealth: Strategies for Financial Advisors

    An IPO can create significant wealth, but it can also leave clients heavily concentrated in one stock. In this episode, Cullen Roberts and Dave Donnelly discuss how advisors can help clients navigate concentrated stock, manage risk and liquidity, and plan for long-term financial goals. This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.  Visit blackrock.com or iShares.com for a prospectus or summary prospectus, which includes investment objectives, risks, fees, charges, expenses and other information that should be read and considered carefully before investing. Investing involves risk, including possible loss of principal.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  • 2 Episodes

Ratings & Reviews

4.9
out of 5
29 Ratings

About

Welcome to Inside the Advisor Practice, a BlackRock podcast for U.S. financial advisors navigating the evolving needs of their clients and the changing landscape of wealth management. Each episode explores the trends, opportunities and challenges shaping advisor practices, from tax-smart investing, retirement planning and portfolio construction to practice management, client engagement and the impact of AI on financial advice. Through conversations with investment leaders, industry experts and practitioners, Inside the Advisor Practice delivers practical ideas to help advisors better serve clients, adapt to change and grow their practice. Content intended for a U.S. audience.

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