January 27, 2022
Episode 18: Tech Trends & Predictions 2022
Learn the outlook, priorities, challenges & focus areas of tech leaders in 2022Register Now
Direct indexing generates tax alpha through several tax advantages, creating a tax-loss harvesting balance that typically offsets higher upfront investment fees
Investors add or exclude a particular stock or category of stocks easily and for any reason—like tax purposes or to carve out legacy holdings—enabling advisors to more precisely shape an index to meet an investor’s goals.
The flexibility of direct indexing enables investors to construct a portfolio in line with specific objectives, like Environmental Social Governance (ESG), Socially Responsible Investing (SRI), and other personal or faith-based values.
In this eBook, we uncover technology trends in Banking Services, Wealth Management, and Capital Markets.
Get a deeper understanding of how new and old technology is affecting the financial services industry. We also cover niche and upcoming areas that are technology driven and are adding real business value.