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 ...
NerdWallet

Direct Indexing: What It Is, How It Works

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 ...

Tax-Loss Harvesting Through Direct Indexing

The S&P 500's performance often diverges from that of its constituents. Direct indexing takes advantage of this by harvesting losses stocks with losses.
Nasdaq

Get Precise Tax-Loss Harvesting With Direct Indexing

With half of 2023 in the books, investors could already start thinking of how to minimize their tax burden when 2024 comes around. One way is via tax-loss harvesting, which is an advantage of direct ...
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 ...
Hosted on MSN

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 as an investment strategy

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...
Entrepreneur

Decoding direct indexing: a critical analysis

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...
Yahoo Finance

Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share

CHICAGO, February 02, 2026--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of ...
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 ...
Wall Street Journal

What Is Direct Indexing?

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...