Cost: Complimentary

Date: October 3, 2024

Time: 1pm ET | 10am PT

Approved for 1 IWI credit – CFP approval pending

Editorial Webcast Sponsored by:

The field of direct indexing is growing fast – with assets in this area set to hit $800 billion by 2026, according to Cerulli Associates. By embracing the latest tools to build customized portfolios, advisors can help clients regularly capture losses, reinvest proceeds and realize higher after-tax returns. Clients are looking for options that add diversification; they also want financial plans that, for example, take into account the anticipated sale of their enterprises. Thanks to innovative technology and advances in direct indexing, advisors can now provide their clients with personalized portfolios that fit their specific situations and preferences, while taking advantage of underlying losses in taxable accounts.

Join this webcast to discover how to elevate the value you provide to client portfolios in a variety of personalized ways — and how to expand your client base. You’ll learn ways to:

  • Embrace tax-loss-harvesting opportunities throughout the year (rather than at year-end)
  • Manage tax issues and strategies to help clients planning to sell their businesses
  • Personalize portfolios for clients with complex investment situations
  • Best engage clients in helpful and empowering conversations

Can’t attend? Register here for an on-demand recording after the webcast.

Featured Speakers:

Janet Levaux | Editor in Chief | ThinkAdvisor & Investment Advisor

Janet Levaux, MA/MBA, is the moderator of this webcast. She’s covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary’s College of California. She’s also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
Andrew Rosenberger, CFA | Head of Custom Indexing | Orion

Andrew Rosenberger, CFA is Head of Custom Indexing at Orion. In this role, he oversees the management and monitoring of all investments under Orion’s Custom Indexing offering and is focused on delivering tax optimized solutions to help financial advisors build customized client portfolios with an emphasis on tax efficiency and tax transitions.