Direct Indexing, Tax Loss Harvesting, and Customization

Direct indexing is a $350 billion market and is thought of as the next wave in investor solutions. In the panel The New Kids on the Block… Or Are They? A Direct Indexing Conversation Ritholtz Wealth Management Investor advisor Blair duQuesnay, Vanguard’s Jonathan Hudacko, and AllianceBernstein’s Gavin Romm explored why this segment of the market [...] The post Direct Indexing, Tax Loss Harvesting, and Customization appeared first on ETF Trends .