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Merrill launches Tax Efficient Transition and Dollar Cost Averaging services to ease portfolio management.

Others
15 Sep 2026
PRNewsWire
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Neutral
Merrill launches Tax Efficient Transition and Dollar Cost Averaging services to ease portfolio management.

Merrill has introduced two new services—Tax Efficient Transition (TET) and Dollar Cost Averaging (DCA)—to help clients manage portfolio transitions and cash investments more effectively within the Merrill Lynch Investment Advisory Program. TET assists clients in gradually transitioning appreciated securities into managed strategies while managing capital gains taxes. DCA allows clients to invest cash systematically over time to reduce market timing risks. Both services combine automation with professional oversight, are optional with no extra fees, and aim to support long-term investment goals.

Merrill's new services for portfolio transitions and systematic investing provide useful context for financial markets. For readers following Financials-sector US stocks on Pluang, here is the market snapshot as of Sep 15, 2026 19:02 WIB: out of 74 stocks, 21 rose and 48 fell. Notable prices include LMND at USD 49.65 (-0.76%), SAN at USD 14.63 (-0.75%), and ING at USD 36.71 (-0.68%).

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