Market volatility isn’t just a risk to manage. For advisors using direct indexing, it can also be a source of recurring tax-loss harvesting opportunities.
Join Ken Lassner, Direct Indexing Lead Product Strategist at Northern Trust Asset Management, for a live, educational webinar on how direct indexing works, where it fits in a client’s portfolio, and how advisors can use it to have more productive planning conversations.
The July 30, 12pm CST session will cover how market swings can open up recurring tax-loss harvesting and gain deferral opportunities, and why these strategies matter in choppy markets. Attendees will also see how direct ownership of securities allows for more precise tax management than what’s available through traditional index mutual funds and ETFs, particularly when markets show dispersion and drawdowns.
Beyond the tax mechanics, the program will offer practical guidance on integrating direct indexing into existing client portfolios, and transitions from appreciated or concentrated holdings. Real-world case studies will show how advisors can connect market volatility, tax strategy, and personalized portfolio construction into a single, clear conversation with clients.
Ken Lassner has spent more than 30 years in the investment management industry, with 20 of those years focused on direct indexing. He joined Northern Trust in 2024 after 13 years at Aperio, where he was a Senior Client Relationship Manager overseeing the firm’s largest client relationships. Earlier in his career, he was a Product Specialist at Deutsche Asset Management and an Investment Strategist at JP Morgan Investment Management. Lassner holds a BS in Finance from Babson College and an MBA from Columbia.
This webinar is designed for financial advisors looking to sharpen their understanding of direct indexing and how it can support tax-aware, personalized portfolio strategies for their clients.
Registration is free. Save your spot to get practical, planning-focused insight you can bring straight into client conversations.
This article is produced in partnership with Northern Trust
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Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
