Investors Turn to Direct Indexing for Taxes and Personalization

Direct indexing has been an option for ultra-high-net-worth investors for some time now. But interest in this investment option has surged in recent years, as many now see it as a way to reduce their taxes or customize their portfolios. A white paper issued by Morningstar notes that advancements in trading technology have also increased [...] The post Investors Turn to Direct Indexing for Taxes and Personalization appeared first on ETF Trends .