Customized at Scale: A Framework for Next-Generation Advisory Platforms
New research from Cerulli Associates finds that affluent investors want comprehensive, long-term, tax-aware financial planning—and wealth managers need to deliver it. Download the report to find out how to strengthen your client relationships for the future.
For a view of the direct indexing market just a few years ago, check out Cerulli's 2022 report The Case for Direct Indexing: Differentiation in a Competitive Marketplace.
More to explore
Tax Management the Next Frontier for Advisors: Cerulli Report
by Jeremy Milleson, Director, Investment Strategy
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Cerulli Associates found financial advisors are focused on tax management as a service to enhance investor value amid growing wealth and market gains.
Custom Tax Management Now the New Standard: Cerulli Report
by Thomas Lee, Co-President and Chief Investment Officer
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A recent Cerulli Associates report found that customized tax management is no longer optional but expected by wealth management clients.
Tax Loss Harvesting in Volatile Equity Markets: Q3 2025
by Jeremy Milleson, Director, Investment Strategy
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Discover how Q3 highlighted the strength of SMAs when paired with systematic tax management to harvest tax losses even when the market is up.