Range reports that tax-loss harvesting and direct indexing turned 2025's market volatility into significant tax savings for ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...

Investors interested in diversifying their portfolios can use direct indexing and ETFs to achieve that goal. While an ETF can be a simpler option, you can exercise more control over your portfolio ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

Direct indexing is one of the hotter segments of the retail financial services industry, with assets expected to grow by more than 12% annually over the next five years, according to a recent report ...

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 ...

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 ...

Direct indexing: you’re on. While ETFs still have their place, the benefits of direct indexing are more than finding traction, according to Finance.Yahoo. Want to create a portfolio up to the task of ...

The continued market volatility is making many investors justifiably nervous, especially high-net-worth investors seeing their portfolios drop in value while still expecting high capital gains. But ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

Please provide your email address to receive an email when new articles are posted on . If you are an orthopedist who follows the financial media, amid the stories of gloom and doom, you have likely ...