SHOOK Research / PGIM Investments

Where we cited them

92% of Top Advisors Cite After-Tax Returns as the Reason They Use Direct Indexing

A PGIM and SHOOK Research survey of 236 highly ranked advisors finds direct indexing and alternatives moving from niche to core in $5 million-plus portfolios, with taxes driving the shift.

January 25, 2026investmentnews.com

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