The committee discussed RFP 2025048 for financial advisory services (not-to-exceed $1,167,000) and a delayed evaluation of incumbent PFM; commissioners raised concerns about procurement transparency and LSBE scoring, and County Attorney Phillips advised private handling of the evaluation.

The committee discussed RFP 2025048 for financial advisory services (not to exceed $1,167,000), asked staff to return with a recommendation and clarified that procurement evaluation details must remain confidential per the county attorney.

The article emphasizes the growing importance of tax-aware portfolio construction in the financial advisory sector. Advisors are increasingly integrating tax optimization into investment decisions to improve client outcomes. Pawan Vatvani, head of portfolio construction at PICTON Investments, highlights that successful advisors focus on holistic portfolio design, considering after-tax outcomes rather than just investment returns. A key metric, the tax efficiency ratio, measures how much of a portfolio's returns are lost to taxes. For example, a portfolio with an 8% pre-tax return and 5.5% after-tax return has a 70% tax efficiency ratio, indicating significant tax leakage. Advisors are advised to treat taxes as a core component of portfolio construction, not just an end-of-year consideration. This includes optimizing account structures, investment locations, and using strategies like long-short equity to manage tax liabilities. The article also discusses the role of alternative investments in reducing tax drag while supporting long-term goals. Overall, the shift toward tax-smart practices is reshaping how advisors approach portfolio management, offering clients more comprehensive financial planning and improving after-tax returns.

Managing finances has become more complex than ever. From investment planning and retirement strategies to tax optimization and wealth management, individuals and businesses increasingly rely on finan...

As the world becomes increasingly connected, the demand for reliable and uninterrupted telecom infrastructure has never been greater. From 5G deployment and expanding mobile networks to data centers a...

The board approved contracting Public Resources Advisory Group to act as municipal/financial advisor as the county explores issuing bonds to complete the wastewater treatment plant; staff said PRAG will analyze county revenue streams and the fee is $25,000 payable if bonds are received.

Financial Advisory Services Market is projected to grow from USD 123.68 billion in 2025 to USD 272.45 billion by 2035, at a CAGR of 6.18%. | Top company industry analysis

In an era defined by economic uncertainty, digital disruption, and rapidly changing investor expectations, financial advice has evolved from a premium service into a strategic necessity. Businesses an...

TPG hired Malayan Banking and UBS on Apr 9, 2026 to evaluate a sale or IPO for Asia OneHealthcare; two advisers chosen and timelines could range 4–12 months.