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Direct Indexing Channel

Smartleaf Surpasses $50 Billion in AUM, Cementing Its Role as Direct Indexing and Rebalancing Leader

This milestone not only signifies the maturity of Smartleaf's cutting-edge technology but also reflects the growing demand for its services, which streamline personalization and tax optimization for both advisors and investors.

Direct Indexing Channel

What Is Direct Indexing?

Want to communicate the value of a direct index strategy to your clients and prospects? It starts with pointing out that this used to be reserved for the affluent with at least $1 million to invest. But with better technology and zero- or low-commission trading now the norm, more people can use direct indexing.

Direct Indexing Channel

Russell Investments: How To Use Direct Indexing To Offset Taxes On A Future Financial Windfall

Many high net-worth individuals are planning on selling a business, property or large stock position in the future. These types of sales typically generate a significant capital gains tax liability that needs to be planned for years in advance.

Direct Indexing Channel

CoinDesk Indices: Why Momentum Trading Works With Crypto Assets

With the introduction of our CoinDesk Trend Indicator suite of signals, we hope to assist crypto investors in identifying new opportunities and managing risk in this emergent and volatile asset class.

Direct Indexing Channel

Syntax Data: Quantifying NVIDIA’s AI Growth

NVIDIA and ChatGPT have been dominating the financial headlines as the Artificial Intelligence (AI) story has gone viral, but has NVIDIA’s seemingly overnight growth been as sudden as it appears? We ran our proprietary analysis.

Direct Indexing Channel

America’s Definitive Resource for Direct indexing Launches Today with the Direct Indexing Buyers Guide

America’s Definitive Resource for Direct indexing Launches Today with the Direct Indexing Buyers Guide and theindexadvisor.com dashboard

Direct Indexing Channel

Orion: Deliver Personalization at Scale with Direct Indexing Demystified

Direct indexing has typically been limited to large portfolios due to the time, complexity and costs involved. That time is over.

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