Clean Data or Costly Mistakes
Throughout my career working across operations, trading, portfolio management, and tax-loss harvesting platform development, one principle has remained constant: Data quality is foundational. Not important.
Tax-Loss Harvesting in Q4: Why Advisors Should Act Now
As we navigate the final quarter of 2025, advisors are finding themselves with only a few short weeks left to take advantage of tax-loss harvesting
Alphathena Brings Institutional-Grade Long/Short Direct Indexing to Advisors
Alphathena, a leader in AI-enhanced direct indexing for financial advisors and winner of the 2025 WealthManagement.com Industry Award for Direct Indexing, today announced the launch
Personalization and Scale: A Conversation with MyVest’s Charlie Haims
The demand for personalized portfolios is growing year over year, and enterprise firms are leading the charge to make it scalable. In this conversation recorded
Why Long/Short Direct Indexing Is the Upgrade Advisors Didn’t Know They Needed
Without a doubt, direct indexing has transformed modern portfolio construction. With the control it gives when managing a portfolio, advisors gain the ability to fully
Personalized Investing: The Future of Portfolio Management
Traditional investment strategies no longer meet the evolving needs of today’s investors. People want more than just passive exposure, they want personalized portfolios that align
Personalized Portfolio Construction Through Direct Indexing
Are you finding that clients are no longer satisfied with one-size-fits-all investment solutions? If so, you have good company with many other financial professionals. As
When Your Portfolio Becomes “Ossified”
we’ve built tools and dashboards that help both advisors and investors recognize when a portfolio is ossified. You’ll notice that very few positions ever dip below cost, even during market pullbacks.
The Tax Alpha Advantage: How Direct Indexing Unlocks Real Value
Discover how direct indexing helps boost tax alpha through personalized tax-loss harvesting and smarter portfolio management. Learn how Alphathena makes it simple.
Is Your Portfolio Really Personalized? Why Direct Indexing Changes Everything
More transparency, more alignment with their values, and more control over how their portfolios are built and managed. This shift reflects a broader trend across industries: consumers want experiences and products that are tailored to them personally.
What is SMA? A Guide to Separately Managed Accounts
This article explores how SMAs work, and more importantly it covers how they compare to other personalized investing strategies like direct indexing. Understanding the differences can help financial professionals make an informed decision about which kinds of strategies make the most sense to offer to their clients.
Long/Short Direct Indexing: Why Smart Investors Are Taking Notice
The investment world continues to evolve, and long/short direct indexing stands out these days.
This approach combines traditional direct indexing benefits with advanced strategies previously reserved for institutions creating unique opportunities for today’s market participants.