Q&A: NDVR explains the disadvantages of direct indexing

At what point is it smart to use direct indexing for a client’s portfolio versus owning ETFs? According to new analysis by Dr. Stephanie Lo, director of research at fintech startup NDVR, there are only a few scenarios where direct indexing offers better after-tax returns for long-term portfolios. Lo spoke with VettaFi contributor Dan Mika (…)

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