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 ...

Schroeder to head indexing chapter Galen Schroeder, owner of Dakota Indexing, Fargo, has been elected chairman of the Twin Cities Chapter of the American Society for Indexing.

One of the reasons that direct indexing has been gaining in popularity is its ability to harvest tax losses in portfolios with regular scans and rebalancing. This technology can also be used to ...