Zoe Launches Multi-Manager Models with Built-In Tax-Loss Harvesting, Empowering Advisors to Deliver More Efficient Portfolios
Zoe Financial, an end-to-end wealth platform enabling RIAs to serve mass affluent clients with more personalization and better outcomes, announced the launch of multi-manager models, a breakthrough addition to its Model Marketplace.Advisors using Zoe's platform can now tap into new open-architecture, turnkey models incorporating strategies from multiple asset managers-including BlackRock, State Street, Invesco, and PIMCO, among others."The...
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