Direct indexing webinar targets tax-loss harvesting amid market swings

Direct indexing webinar targets tax-loss harvesting amid market swings
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
JUL 10, 2026

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.

What you’ll learn

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.

Key takeaways for advisors

  • How market volatility can create tax-loss harvesting opportunities, and why tax-aware strategies are increasingly relevant in today’s environment
  • The after-tax value proposition of direct indexing, including how tax-loss harvesting, gain deferral, and customization affect long-term outcomes
  • What sets direct indexing apart from mutual funds and ETFs, especially around tax management during volatile periods
  • How to integrate direct indexing into existing portfolios, including tax-efficient transitions and handling concentrated positions
  • How customization features such as exclusions, factor tilts, values-based screens, and tax-management settings can be matched to individual client goals

About the speaker

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.

Who should attend

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.

Permission to distribute this content does not constitute or imply any endorsement or sponsorship of any third party’s product, service or organization.

Northern Trust Asset Management (NTAM) is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company, The Northern Trust Company (Singapore Branch), and The Northern Trust Company of Hong Kong Limited.

NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

© 2026 Northern Trust Corporation. Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A.

 

This article is produced in partnership with Northern Trust

Latest News

Turning Wealth into Retirement Income: Insights from Leading Financial Advisers
Turning Wealth into Retirement Income: Insights from Leading Financial Advisers

In this InvestmentNews TV panel, leading advisors discuss longevity risk, retirement income planning, withdrawal strategies, healthcare costs, and the mindset shifts retirees need to enjoy the wealth they've worked so hard to accumulate.

Advisor moves: Raymond James lands $700M Truist duo in Florida
Advisor moves: Raymond James lands $700M Truist duo in Florida

&Partners has also added a $357 million Texas family practice, while Janney recruits a $250 million Edward Jones advisor in Miami

Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team
Wirehouse moves: JPMorgan taps Merrill veteran for Southeast role as BofA beefs up OCIO team

Linda Patel will lead J.P. Morgan Advisors in Florida and Georgia as Bank of America adds nonprofit specialists in New York

Colorado advisor loaded up elderly clients with risky Interval funds: regulator
Colorado advisor loaded up elderly clients with risky Interval funds: regulator

Interval funds and other semi-liquid or illiquid products are typically two to three times more expensive than plain vanilla stock or bond mutual funds or exchange-traded funds.

Investor alleges alkaline water startup hid sales data in white text
Investor alleges alkaline water startup hid sales data in white text

The royalty statements looked normal - until someone checked the electronic files.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor