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

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

FIn this report, Morningstar researchers examine the continued growth of direct indexing and other tax-management services. Our latest research explores the rapidly growing universe of SMAs and ...

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 ...

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 you only need $1 to start investing with Wealthfront, it's best for larger account balances since you need at least $100,000 to access Wealthfront's direct indexing and risk parity investing ...

As the path to a clean energy future becomes more uncertain, governments are warming to nuclear power again. Investors who oppose the industry can exclude companies involved in it from their ...

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 ...

China and India have agreed to resume direct commercial flights, in the latest sign of an easing of tensions between the ...

What is the category of Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth ? The category of Axis CRISIL IBX 50:50 Gilt Plus SDL September 2027 Index Direct Growth is Fixed ...