How Can Advisors Use Direct Indexing to Deepen Client Relationships?

Get up to speed on a growing investment solution that offers a wide range of advantages. Test your direct indexing smarts.

In the Tumultuous 2020s, What Can Investors Control?

Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.

What Is Direct Indexing?

If you’re not sure, you’re not alone. Get a quick primer on how this method of investing works, what its advantages are, and which types of investors may see the greatest benefit.

Stronger Together: What Morgan Stanley’s Acquisition of Parametric Means for Our Clients

Now that Morgan Stanley’s acquisition of Parametric is complete, our CEO looks ahead to what it means for our clients, how it will affect the company, and what it says about the industry.

A Marathon, Not a Sprint: Tax-Loss Harvesting During the Downturn

Some advisors are clamoring for managers to harvest any and all available tax losses in their clients’ accounts. Here’s why that’s a bad idea.

Lights, Camera, Action: Direct Indexing Takes Center Stage

Direct indexing has been called the next big thing in investing. Find out whether it’s right for your portfolio.

The Rise of Index Investing Still Spooks Some Investors. It Shouldn’t.

Now that passive index investing has overtaken active management, learn why this might not be as scary for the industry as it may seem.

Choosing a Custom SMA Provider? What to Expect When You’re Investing.

Growing interest in customized separately managed accounts means new SMA providers are popping up to meet demand. But not all SMA providers are created equal.

How Much Do You Know About Tax-Loss Harvesting?

There are a lot of myths out there. Here are six true-or-false questions to help you separate fact from fiction when it comes to tax-loss harvesting.

Is Tax-Loss Harvesting Right for Your Clients?

More and more asset managers and advisory platforms are marketing tax-loss harvesting to more and more investors. A bit of caution might be in order.