Direct Indexing Isn’t Niche Anymore (3 min read)
Direct indexing is becoming more accessible to investors with $150,000 or more. It can benefit investors by providing more customization and flexibility, such as tax-loss harvesting and tilt portfolios based on individual preferences. Ben Hammer from Vanguard agrees that direct indexing is a valuable solution for advisors, offering clients a tax advantage and customization options. But he also believes ETFs will always remain useful, while a wealth expert claims that high net worth investors are better served with direct indexing.