New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization

Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.

Outlook for Tax Increases Remains Unclear

It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.

Direct Indexing Separately Managed Accounts: A Tax-Efficient Solution

Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.