For many institutional investors, indexing has become a default way to access the broad market, but the time has come to ...

Sponsored by: Direct indexing is no longer a niche strategy; it has become a powerful, flexible tool for advisors looking to deliver tax-efficient personalized portfolios at scale. As client ...

In an article for Vettafi, James Comois laid out some ways that direct indexing can help reduce taxes. Direct indexing essentially lets investors create their own customized indexes that are ...

The same goes for investments, which is where direct indexing can harness full portfolio control to give investors customizability.