This event is now available on-demand. If you have previously registered for this event please click here and login using the email that you used to register. Direct indexing is no longer a niche ...

In an article for Vettafi, James Comtois discussed some considerations of using direct indexing to build a portfolio. Direct indexing differs from investing in index funds, because the investor is ...

Direct indexing has received substantial attention at industry conferences in recent years, mostly centered on how it works, how much it costs, and how it scales. But as advisors better understand the ...

If there’s one thing ultra-high-net-worth investors don’t like, it’s taxes. (Well, to be fair, nobody likes taxes. But UHNW investors really don’t like them.) For those investors, direct indexing may ...