by bxpartners | Sep 14, 2023 | CIO Services, Indexing, Videos
The Evolution of Indexing – Part 2. Last week, we discussed where indexing has been, and today, we’ll talk about where it is going. As large organizations start to embrace the power of active indexing, we are asking ourselves how we can help smaller RIA...
by bxpartners | Sep 13, 2023 | CIO Services, Indexing, Videos
For years, direct indexing was thought of as a portfolio strategy reserved for the high net worth investors or ETF manufacturers. That time is over. As technology continues to advance and investor preferences shift, direct indexing is likely to continue evolving to...
by bxpartners | May 14, 2023 | CIO Services, Indexing, Videos
Watch this video to discover what top advisors are thinking about when it comes to their investments departments in 2023! For a FREE copy of this report, comment below or send an email to [email protected]! As an RIA, what are the obstacles you are facing as you...
by bxpartners | Apr 14, 2023 | CIO Services, Consulting, Indexing, Videos
Are you using Direct Indexing in your organization? Watch this quick rundown of the top 10 reasons to add direct indexing to your toolbox. 1. Compared to ETF, SMA, Fund2. Control the underlyings 3. Tax Loss Management, but also control buys and sells 4. Easier to...
