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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 ...
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 ...
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 ...
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 ...