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The direct advantage: Understanding the pros & cons of direct indexing

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...
Insurancenewsnet.com

Report examines pros, cons of direct indexing

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...
InvestmentNews

Direct indexing struts its tax management magic

The learning curve for direct indexing is still steep for a lot of financial advisors, according to the feedback at this week’s InvestmentNews RIA Lab, which took a deep dive into the ...
Morningstar

Diving Deep into Direct Indexing and Separately Managed Accounts

Julie Willoughby and Syl Flood discuss the growing popularity of direct indexing and separately managed accounts with Dimensional Fund Advisors' Kaitlin Hendrix and Shawn Jaberzadeh. Kaitlin is a ...
Nasdaq

More Investors Can Take Advantage of Direct Indexing’s Tax-Loss Harvesting Abilities

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...
Business Wire

Alphathena and ETF.com Partner to Bring Valuable Direct Indexing Education to Financial Advisors

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...