Direct indexing gains appeal as taxable losses mount
Technology platforms evolve quickly to give financial advisers tools to help clients mitigate the tax hit as financial markets decline.
Nobody likes investment losses, but for financial advisers looking to cushion the blow of the stock market downturn, direct indexing is quickly emerging as the right tool for the times.
“This is not something I even knew about three years ago, but now I think direct indexing will do for separat
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