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.

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 ...

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 ...

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 ...

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, ...

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 ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Nearly all the advisors surveyed (94%) said they rely on alternatives to manage risk and hedge against volatility. The study ...

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 ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...