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

The learning curve for direct indexing is still steep for a lot of financial advisors, according to the feedback at this week’s InvestmentNews RIA Lab, which took a deep dive into the ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

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 ...

Direct indexing is moving from niche tax strategy to mainstream portfolio tool for wealthier clients, and it appears to be paying off for advisors who commit to it, according to new research from ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Direct indexing is no longer a strategy reserved for ultra-rich investors. Retail investors can access it now. While it is a relatively newer term for retail investors and might feel like another ...

Direct Indexing (DI) isn’t a one-and-done tax play. While most see it as a transition tool, its power also lies in its enduring investment value. By continuously harvesting tax losses and taking ...

Trump’s excessive trades look like those of an automated, direct indexing, tax-loss harvesting portfolio, not one individual ...

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