SEI Announces Expansion of Direct Index Equity SMA Strategies for Financial Advisors and Clients SEI expands its direct index separately managed account strategies, bolstering tax efficiency and customization for financial advisors and their clients.

SEI Announces Expansion of Direct Index Equity SMA Strategies for Financial Advisors and Clients #United_States #financial_advisors #SEI_Investments #Oaks #Tax_Efficiency

Wealthfront Launches Innovative SP 500 Direct Portfolio for Tax-Efficient Investing Wealthfront recently introduced the SP 500 Direct portfolio, merging index investing with significant tax efficiency benefits, starting at 0.09%.

Wealthfront Launches Innovative SP 500 Direct Portfolio for Tax-Efficient Investing #United_States #Palo_Alto #SP_500 #Wealthfront #Tax_Efficiency