Direct Indexing Channel

Recent

SAM's 2023 Estimated Taxes Saved or Deferred Report

Last year, the average client of SAM users saved or deferred taxes equal to 1.68% of the value of assets that were actively tax-managed.

Direct Indexing Channel

Questions To Ask A Direct Index Provider

Charles Schwab ETFs and Beyond Study 2023, which revealed that over half of Boomer ETF investors have heard of direct indexing. But how does it work?

Direct Indexing Channel

CoinDesk Indices: Bitcoin Has Gifts This Holiday Season

Historical data helps us understand what to expect as crypto markets once again head upwards, says Todd Groth, head of research at CoinDesk Indices.

Direct Indexing Channel

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader

This milestone not only signifies the maturity of Smartleaf's cutting-edge technology but also reflects the growing demand for its services, which streamline personalization and tax optimization for both advisors and investors.

Direct Indexing Channel

What Is Direct Indexing?

Want to communicate the value of a direct index strategy to your clients and prospects? It starts with pointing out that this used to be reserved for the affluent with at least $1 million to invest. But with better technology and zero- or low-commission trading now the norm, more people can use direct indexing.

Direct Indexing Channel

Russell Investments: How To Use Direct Indexing To Offset Taxes On A Future Financial Windfall

Many high net-worth individuals are planning on selling a business, property or large stock position in the future. These types of sales typically generate a significant capital gains tax liability that needs to be planned for years in advance.

Direct Indexing Channel

CoinDesk Indices: Why Momentum Trading Works With Crypto Assets

With the introduction of our CoinDesk Trend Indicator suite of signals, we hope to assist crypto investors in identifying new opportunities and managing risk in this emergent and volatile asset class.

Recent

SAM's 2023 Estimated Taxes Saved or Deferred Report

Questions To Ask A Direct Index Provider

CoinDesk Indices: Bitcoin Has Gifts This Holiday Season

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader

What Is Direct Indexing?

Russell Investments: How To Use Direct Indexing To Offset Taxes On A Future Financial Windfall

CoinDesk Indices: Why Momentum Trading Works With Crypto Assets

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