Financial Advisor IQ Covers Concentrated Stock Presentation at Strategy Forum 2025

In a Financial Advisor IQ piece published in November 2025, the Investments & Wealth Institute’s Strategy Forum 2025 was prominently featured through expert commentary on managing concentrated stock positions — a growing challenge for many high-net-worth clients. The article, titled “‘Start with the Goals:’ Tactics for FAs Handling Concentrated Stock Positions,” highlights guidance shared by Merrie Zhang of Goldman Sachs and Rich Hazzouri of Morgan Stanley during their conference session in New York.

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The coverage underscores the strategic importance of advanced, goal-aligned techniques such as exchange funds, direct indexing, tax-loss harvesting, charitable vehicles, and options-based hedging strategies. Both presenters emphasized the advisor’s role in beginning with client goals, educating investors on diversification pathways, and integrating specialized tools that mitigate single-stock risk while supporting broader planning priorities.

Read the full Financial Advisor IQ article here: https://www.financialadvisoriq.com/c/5029564/700864