Investors are increasingly turning to direct indexing accounts to create customized portfolios. Direct indexing services are separately managed accounts designed to track the performance of an index.

Range reports that tax-loss harvesting and direct indexing turned 2025's market volatility into significant tax savings for investors.

A familiar mantra of financial advisors and tax planning experts is that it’s not what you earn; it’s what you get to keep that matters. This principle underscores the significance of effective tax ...

Tax-aware investing strategies can help transform a portfolio from good to great by maximizing after-tax returns and addressing clients’ unique financial needs and circumstances. Join Andy Rosenberger ...

Strive Asset Management, the firm that distinguished itself as a proudly anti-woke investment platform, has officially entered the direct indexing business. On Tuesday, Strive announced that it has ...

New survey research from global index provider FTSE Russell reveals that while most financial advisors currently do not use direct indexing strategies, a significant number are thinking about adopting ...