Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

For ETFTrends, Tom Lydon explains how direct indexing can aid advisors with retaining and recruiting clients. Both of these are integral to growth for any thriving advisor practice while ...

In an article for ETFTrends, James Comtois discusses how direct indexing can help investors reduce their tax bill by harvesting tax losses which then can be used to offset capital gains in other ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger ...

Wealthy clients and their financial advisors are flocking to direct indexing investments, with the potential for unlimited capital-gains offsets a major reason for their appeal. Direct indexing "gives ...

Direct indexing is no longer a niche strategy; it has become a powerful, flexible tool for advisors looking to deliver tax-efficient personalized portfolios at scale. As client expectations rise and ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...