A retired couple with $700,000 in a taxable brokerage account could potentially generate close to $19,000 a year in combined dividend income and tax savings by using a direct-indexing strategy. Part ...

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 ...

Ben Hammer, the Head of Client Development for Vanguard, recently spoke to an audience of financial advisors about direct indexing. The asset manager clearly sees it as a major growth avenue ...

CHICAGO--(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 financial advisors.

For Vettafi’s ETF Database, James Comtois discusses the democratization of direct indexing due to technology and increasing popularity. Initially, direct indexing was only available for ultra high net ...

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax Direct TM, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

The S&P 500's performance can diverge from that of its constituent stocks; even in years when the index rises, some individual stocks may decline. Direct indexing takes advantage of this by isolating ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A retired couple with $700,000 in a taxable brokerage ...

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