At its core, direct indexing gives investors ownership of the individual securities that make up an index rather than owning a fund that owns them. Advances in technology and declining trading costs ...

The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting ...

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 ...

Markets are unpredictable-but your tax strategy doesn't have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Nearly all the advisors surveyed (94%) said they rely on alternatives to manage risk and hedge against volatility. The study ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

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 ...

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 ...