Tax Alpha and More: Understanding the Value of Direct Indexing
Changes in technology and trading commissions have led to the decline in investment minimums for direct indexing, and a seven-figure portfolio is no longer required to support these accounts.
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Direct indexing has experienced a tremendous rise in popularity, leading to increased questions from investors, and forcing advisors to develop a perspective on whether direct indexing fits within their broader offering to clients. As more and more providers have brought direct indexing capabilities to the market, differentiating between these offerings has become difficult. To simplify the landscape, common narratives have formed, often narrowing the scope of direct indexing’s usefulness to ultra-high-net-worth clients looking to generate losses – or tax offsets. Read our whitepaper to learn more.