Direct Indexing Channel

Schwab or Fidelity: Whose Direct Indexing has the ESG Edge?

Schwab is going to limit investors to eliminate up to 3 stocks from their Direct Indexing, which means it's only use will really be for tax purposes.

4 Ways CPAs Can Explain the Tax Benefits of Direct Indexing to Clients

Pop quiz, CPAs: What do you tell a client who asks you about the tax benefits of direct indexing?

How is Direct Indexing Handling Russia

Russia’s invasion of Ukraine has triggered tons of sanctions from the west and many of those cut off Russian companies or Russian financers.

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