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 ...

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

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 strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

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 ...

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 ...

Take advantage of an investing strategy only institutional or ultra-high-net-worth investors had access to in the past. Increase your investment portfolio’s after-tax return. Build your own index fund ...

When investors want their portfolios to reflect their goals, circumstances and preferences, mutual funds and ETFs can come up short. Direct Indexing may help solve a variety of investor issues from ...

Direct indexing is the process of purchasing the individual stocks within an index, selecting them for specific client parameters to create a personalized index. This investment approach was ...

Demand for environmental, social and governance investing has remained robust despite a host of concerns, including greenwashing and fund managers inflating, or downright misrepresenting, the ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...