Persistent market volatility and rising tax awareness are reshaping how financial advisors approach portfolio management. Advisors are increasingly focused on strategies that manage downside risk while improving after-tax outcomes, and direct indexing is emerging as one of the most powerful tools available.
In this on-demand webinar, presented by Northern Trust Asset Management, equips advisors with practical tools to integrate direct indexing into existing client portfolios. Learn how the strategy differs from traditional mutual funds and ETFs, how to apply customization features, and how real-world case studies connect tax strategy with personalized portfolio construction.
By watching this on-demand webinar, you will learn:
- How market volatility creates recurring opportunities for tax-loss harvesting and gain deferral
- The after-tax value proposition of direct indexing and how customization influences long-term outcomes
- How direct indexing differs from mutual funds and ETFs and when it makes the most sense
- How to integrate direct indexing into existing portfolios, including those with appreciated or concentrated holdings
- How to align customization features with varying client objectives and planning needs
Watch this on-demand webinar today to deepen your expertise and bring more powerful tax-aware strategies to your clients.
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