Nearly all the advisors surveyed (94%) said they rely on alternatives to manage risk and hedge against volatility. The study ...

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 ...

Market volatility, which is often viewed as a risk, becomes a source of tax optimization. Even in rising markets, individual securities regularly experience temporary declines. Direct indexing allows ...

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 ...

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 ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

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 ...

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, ...