Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

As 2026 gets underway, high-income earners can still act on select 2025 tax strategies while planning ahead to reduce taxes, improve efficiency, and support long-term financial goals.

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

For decades, the broad U.S. stock market has rewarded many investors with steady long-term growth—and concentrated exposure to some of the most innovative, growth-oriented companies has historically ...

Starting with the Inflation Reduction Act in 2022, the Internal Revenue Service started to feel it finally had the resources to start upgrading its antiquated technology systems, beef up enforcement ...

Goldman Sachs Asset Management has introduced a new feature on its Goldman Sachs Tax-Advantaged Core Strategies that allows the asset manager to “look through” to ETF underlying holdings and actively ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. Tax year end symbol. Concept words Tax year end typed on ...