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direct indexing

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Apr 4, 2024 by Adam Nash · across every show →

Everything said about direct indexing, oldest first

Apr 4, 2024 positive
Assertion Supported
Wealthfront pioneered automated ETF tax-loss harvesting and launched direct indexing in 2013
“Wealthfront was the first to do ETF tax loss harvesting automated. And then we did direct indexing. Direct indexing is so hot right now in the industry. It's 20, 24. Direct indexing is so hot. We launched it the end of 2013, my first year there, because it was…”
Adam Nash Apr 4, 2024 ▶ 42:30 Building products that delight customers | Adam Nash (Daffy, Wealthfront, LinkedIn, eBay, Apple)
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