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4 Questions About Direct Indexing

Should advisors jump on the bandwagon?

United statesGavin rommJonathan hudackoAmerican airlinesGoldman sachsSolutions for alliancebernsteinFuture proof wealth festivalFuture proofNew kidDirect indexingPersonalized indexingRitholtz wealthWould advisors wantUse directTotal rebalance expertProvider offers

A Closer Look at Direct Indexing

Should advisors jump on the bandwagon?

United statesGavin rommJonathan hudackoAmerican airlinesGoldman sachsSolutions for alliancebernsteinFuture proof wealth festivalFuture proofNew kidDirect indexingPersonalized indexingRitholtz wealthWould advisors wantUse directTotal rebalance expertProvider offers

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.

Jonathan hudackoAlliancebernstein gavin rommNew kidsGavin rommHigh net worthXchange traded fundsStock marketDirect indexingFuture proof

AllianceBernstein partners with Vestmark for digital SMA platform

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

Gavin rommAlliancebernstein abbieoptimizerRob klapprodtSolutions at alliancebernsteinDesign centerVestmark incCorporate strategy officer rob klapprodtSpeed alphaTrading alphaTax alphaAsset managementGlobal investing

AllianceBernstein partners with Vestmark for digital SMA platform

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

Gavin rommAlliancebernstein abbieoptimizerRob klapprodtSolutions at alliancebernsteinDesign centerVestmark incCorporate strategy officer rob klapprodtSpeed alphaTrading alphaTax alphaAsset managementGlobal investing

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