Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored.

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

But certain investors may benefit from another route to diversification: direct indexing. Let's say you have a concentrated stock position that you want to liquidate tax-free then diversify into ...

Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.

First Trust Direct Indexing L.P. increased its stake in Microsoft Co. by 4.2% during the third quarter, per its latest SEC filing. The firm acquired an additional 8,827 shares, bringing its total ...

While the direct indexing capability has been around for a couple decades, it’s historically been an option mostly for institutional investors and high-net-worth clients. But over the last few ...

0:43 – Why are Direct Indexing Solutions Trending? Over time, the movement toward personalization has shifted from commingled vehicles into the separate account space. With direct indexing ...

Direct indexing allows investors to own individual stocks in a customized portfolio, offering tailored market exposure, tax-loss harvesting, and alignment with personal goals. Unlike ETFs ...

To invest in the S&P 500, for example, the rich might eschew mutual funds and use direct indexing—that is, owning the stocks in the index individually so the underperforming ones can be disposed ...