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 Efficient Investing: Turning an Investor’s Tax Return Into a Plan
by Jeremy Milleson, Director, Investment Strategy
March 27, 2026
An investor’s tax return shows more than taxes owed—it highlights portfolio tax efficiency. See how direct indexing may help manage gains and losses year-round.
Integrating Ongoing Tax Management Is Key: Cerulli Report
by Nisha Patel, Managing Director; Jeremy Milleson, Director, Investment Strategy
February 19, 2026
Cerulli Associates found that integrating ongoing tax management is now foundational as advisors embed tax awareness across equity and fixed income portfolios.
Tax Customization Critical for HNW and Mass Affluent: Cerulli Report
by Emily Gray, Managing Director, Product Management
December 17, 2025
Cerulli Associates found portfolio customization and tax management are becoming critical for HNW and mass affluent households.
Tax Management the Next Frontier for Advisors: Cerulli Report
by Jeremy Milleson, Director, Investment Strategy
November 24, 2025
Cerulli Associates found financial advisors are focused on tax management as a service to enhance investor value amid growing wealth and market gains.
Learn more about tax-efficient investing and earn Continuing Education (CE) credits on the Eaton Vance Tax Forward Investing Center.