Direct indexing can be a powerful tool to help investors take greater control of their broad market holdings and realize more after-tax value from them. As an alternative to index mutual funds and other vehicles for investors who want more choice, direct indexing offers greater flexibility and the potential tax advantages that commingled investments can’t. 

Read this article for an in-depth look at direct indexing, including:

• What tax-loss harvesting is & why  it is such an important part of direct indexing
• Types of investors who may see the greatest value from direct indexing
• How to go beyond the direct indexing hype & provide your clients the most value
• Bonus explanatory videos