Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

The July 30, 12pm CST session will cover how market swings can open up recurring tax-loss harvesting and gain deferral ...

You don’t have to be as rich as the president, or even a millionaire, to benefit from direct indexing and tax loss harvesting ...

Aris Investing today announced that it has been named a finalist in the Asset Managers > Direct Indexing category of the 2026 ...

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

Ten years ago, "liquid alts" were the rage. Investment organizations were hastily hiring staff to support their new creations: mutual funds that emulated hedge funds. Five years later, those same ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...

Direct indexing, which allows investors to buy the stocks of an index, instead of purchasing a mutual or exchange-traded fund, may soon become more widely available. This strategy may appeal to those ...

Trump’s excessive trades look like those of an automated, direct indexing, tax-loss harvesting portfolio, not one individual ...

There's a growing trend known as direct indexing, buying the stocks of an index, rather than a mutual or exchange-traded fund, for goals like tax efficiency or values-based investing. However, it's ...