Webinar with Flyer FT: Beyond the Algorithm: How AI is Transforming Tax Alpha into a Scalable Advantage for RIAs
Tax-loss harvesting has evolved from a year-end tactic to an always-on, AI-enhanced discipline that top-performing RIAs are using to drive after-tax outcomes, retain high-net-worth clients, and scale operations. John O’Connell of The Oasis Group joined Flyer FT for this informative webinar, where they explored:
- Why quarterly TLH is obsolete, and what best-in-class firms are doing instead
- How AI flags tax drag, suppresses bad trades, and powers smarter execution
- Real-world workflows to operationalize household-level TLH across custodians
- The infrastructure needed to transform TLH from a one-off strategy to a core growth driver
Don’t let your PMS / OMS be your bottleneck. See what’s possible when your tech stack thinks before it trades by watching the webinar replay below.
