Tax tech as a differentiator

As more and more advisors have discovered, standing out from the pack often involves offering more holistic, family office-style services.

In the latest edition of "Show Me Your Stack," Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies in Topeka, Kansas, said he collaborates with strategic partners including tax professionals and certified public accountants, providing back-office investment support for the tax clients of four associated firms.

I hope you'll check out these articles, along with the rest of this week's stories.

As always, thank you for reading. Talk to you next Thursday!