Direct indexing offers solutions for complex financial challenges but isn't suitable for every investor. Identifying which clients may benefit involves considering factors like tax-loss harvesting, ...

Registered investment advisors are more hesitant to use direct indexing than their wirehouse peers for reasons including the challenge of incorporating it into their systems, according to FTSE Russell ...

If you are in the wealth management and investing space, you have likely heard of direct indexing. Next to personalization, holistic advice and tax optimization, direct indexing is one of the hottest ...

Financial advisors are embracing direct indexing at a growing pace, viewing it as an increasingly important tool for meeting the expectations of high-net-worth and ultra-high-net-worth clients, ...

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 ...

Direct Indexing was once a niche strategy employed by high-net-worth investors. But in recent years, this scenario has changed. Direct Indexing has now evolved into a mainstream investing approach ...

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 ...

Wall Street has a habit of falling in love with its own ideas. Sometimes, that passion pays off—ETFs revolutionized access to low-cost, diversified portfolios. But other times, in its eagerness to ...

Wealthfront beats out Fidelity, Schwab and Vanguard when it comes to direct indexing and tax loss harvesting. You make money in the market but tell the IRS you’re losing money. Yes, this works—for a ...

Investors can purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. A common way to measure the performance of the stock market is by ...

Northern Trust Asset Management (“NTAM”), an investment management division of Northern Trust Corporation NTRS, has announced a partnership with Envestnet to offer its institutional-quality, ...

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 ...