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How to Talk About the Customization Benefits of Direct Indexing
by Natalie Miller, Director, Investment Strategy
February 12, 2024
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.
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Four Questions to Ask When Choosing an SMA Provider
by Natalie Miller, Director, Investment Strategy
September 12, 2023
Tax management is a key potential advantage of direct indexing. Is your SMA provider focused enough? Find these four answers.