Wealth Advisor ETF Showcase

The Wealth Advisor Contributor

November 16, 1912

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Neuberger Berman: The Power of Tax Deferral

Unlike mutual funds and exchange-traded funds, which may pass along capital gains to investors annually due to portfolio manager decisions or the trades of other investors, Separately Managed Accounts (SMAs) give investors control over when to realize gains. This flexibility is a key benefit of tax management.

Direct Indexing Channel

Nuveen Acquires Leading Custom Multi-Asset Direct Indexing Provider, Brooklyn Investment Group

The move underscores Nuveen's conviction in the continued growth of direct indexing and multi-asset tax-managed solutions, which have been one of the fastest growing areas of the asset management industry, having risen to $864 billion in assets at the end of 2024, representing a 43% compound annual growth rate since the start of this decade.

Direct Indexing Channel