Featured Insight

Direct Indexing: Personalized, Tax-Efficient Portfolios at Scale

See how a direct indexing solution allows financial advisors to deliver customized, tax-efficient portfolios and a better client experience while building scale in their firm.

Peter Essele, CFA®, CAIA, CFP®

03.27.25 in Wealth Planning & Investing

Estimated Reading Time: 3 Minutes (554 words)

Commonwealth Staff Roundup: 33 Ways to Celebrate Black History Month
From books and movies, to TED talks and virtual museums, check out this collection of ways to celebrate Black History Month.
Culture & Community
Commonwealth Staff
02.18.21Estimated Reading Time: 6 Minutes
Is It Time to Pivot? Identifying Inflection Points in Your Business
Is it time to pivot your business? A change of direction may be in order if you've reached one of these critical inflection points.
Marketing & Practice Management
Kenton Shirk
02.17.21Estimated Reading Time: 7 Minutes
Why Printing Money May Not Create Inflation
With the Fed pumping dollars into the economy, will inflation rise? Supply-side data provides key insights.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
02.17.21Estimated Reading Time: 5 Minutes
A Plan for Success(ion): 7 Steps to Transitioning Your Firm
Transitioning your firm is a complex process—both logistically and emotionally. Follow our seven-step guide to ensure a seamless sale of your advisory business.
Marketing & Practice Management
Kenton Shirk
02.12.21Estimated Reading Time: 8 Minutes
Ready to Grow Your Advisory Business? Try These Actionable Ideas
From setting business goals to enhancing your marketing efforts, trying out one (or more) of these 10 ideas can help you grow your advisory business.
Marketing & Practice Management
Kristine McManus, CRPS®
02.11.21Estimated Reading Time: 8 Minutes
What It Means to Be a Fiduciary—and Why It Matters
Savvy investors are vetting and choosing advisors based on a fiduciary standard of conduct, but determining what it means to be a fiduciary isn’t as clear-cut as you might expect.
Compliance & Regulation
Cynthia Jeffries
02.10.21Estimated Reading Time: 4 Minutes
Simple Strategies to Banish Tech Burnout
The new business normal has brought us benefits but also challenges. Putting these simple boundaries in place can help you disconnect from work and reduce tech-related stress and burnout.
Fintech & IT Solutions
ErinKate Greeley
02.03.21Estimated Reading Time: 5 Minutes
Ahoy, Inflation Ahead?
Will the federal stimulus programs cause a rise in inflation?
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
02.03.21Estimated Reading Time: 5 Minutes
Is Reddit Breaking the Market?
Are retail investors using Reddit to beat Wall Street and break the market?
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
01.28.21Estimated Reading Time: 5 Minutes
Is the Stock Market in a Bubble?
Are we in a stock market bubble? The answer may be found by looking at interest rates and investor sentiment.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
01.27.21Estimated Reading Time: 5 Minutes
Managing SIMPLE IRA Plans: 5 Things You Need to Know
Are you managing SIMPLE IRA plans for small business owner clients? From the annual notice to plan termination, here are five things you need to know.
The Retirement Plan Advisor
Steve Johnian, CPFA, AIF®
01.27.21Estimated Reading Time: 4 Minutes
2020’s Remarkable Value Rally
Investors have taken note of the recent strong performance of value stocks. But will the rally persist?
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
01.26.21Estimated Reading Time: 4 Minutes

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