Natalie Miller, CFA

How to Talk About the Customization Benefits of Direct Indexing

Best known for tax management, direct indexing can do so much more. Despite the potential benefits a customized portfolio can offer, many advisors find the topic difficult to discuss with their clients. Yet that important conversation can be surprisingly simple to initiate.

Four Questions to Ask When Choosing an SMA Provider

Tax management is a key potential advantage of direct indexing. Is your SMA provider focused enough? Find these four answers.

Strengthen Your Clients’ Cores with Direct Indexing

There’s still a role for active management for high-net-worth investors—as long as their overall portfolio is efficient enough. See how a core-satellite structure can make it work.

Advisors: Don’t Miss the Direct Indexing Opportunity

Tax management isn’t the only reason for advisors to recommend direct indexing for their clients. We dive into some others.

Keep Calm and Harvest Losses

Find out how stressed investors can make the best of a bear market with tax-loss harvesting.