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, ...

Direct indexing has generated a lot of buzz lately in the financial services industry. Large financial services firms such as Schwab, Fidelity and Vanguard have begun offering direct indexing services ...

It's a mistake to assume direct indexing is just for your wealthiest clients with complex investment portfolios, according to Randy Bullard, global head of wealth at Charles River Development. “I ...

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 ...

Institutional investors have used direct indexing for years, but it’s finally becoming available in the retail market, allowing smaller investors to invest directly in companies at the portfolio level ...

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 as an investment product allows clients to hold individual securities that are part of an index, unlike a mutual fund or an exchange traded fund where client own shares of the fund but ...