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Direct indexing is gaining in popularity among investors. Is it poised to disrupt the ETF industry? Bloomberg turned to the veteran industry leaders to find out. Parametric’s CEO, Brian Langstraat, joined the Trillions podcast to discuss the origins of direct indexing, how it works, which investors it makes sense for, the benefits it can confer, and why, despite industry murmurs, it may not be the “ETF killer” some think it is.

Hedging may seem like a safe bet, but does it pose a risk for investors? Learn why it’s important to approach equity hedging with caution in a volatile market.

A discussion on BKD's “Simply Tax” podcast on the importance of year-end planning. Guests Holly Pantzer and Susan Jones join host Damien Martin for a closer look at key considerations for individuals following the recent tax law changes as they share their firsthand experiences from recent year-end planning discussions. Here's a look at what's inside this episode:

As taxpayers head into the homestretch of 2019, some might be surprised that most of the year-end tax highlights for businesses refer to provisions of the Tax Cuts and Jobs Act enacted in late 2017. It makes sense, though, when considering that the IRS has released a host of regulations and other guidance interpreting many of the new rules. Moving forward, there are five year-end tax items to consider for your business: revenue recognition; business interest deduction; qualified business income deduction; bonus depreciation; and transition and exit planning.

Americans frequently view economic conditions through a political lens. However, markets are driven by fundamentals over long periods of time, not politicians. Investors should be cautious about letting their political biases impact their investment decisions. Modifying investment portfolios based on political views can be hazardous to returns.

With the new year around the corner, it’s time to start thinking about what you can do now to manage your tax bill for 2019. To help you get started and avoid last-minute scrambling for tax deductions, there are five topics you should discuss with your tax advisor: capital gain opportunities; capital loss opportunities; making your K-1 a number one priority; deduction management; and giving while you’re alive.

Is there a better way for investors to donate to charity? Learn how to maximize a portfolio’s tax benefits—and increase the size of the gift—through charitable giving.

Research tells us communication is the most essential ingredient for sustaining wealth across generations. But, cross-generational communication can be particularly challenging, especially within families of wealth. Each generation’s habits, beliefs, and ideals are influenced by very different experiences, traditions, and societal norms. So how do you bridge the divide? In a gathering of more than 80 women ranging in age from 21 to 91 at a weekend-long learning event, several insights and recommendations on solving the cross-generational communication emerged.

Being part of a business that either bears your name or was started by your family is a privilege that comes with huge responsibility. This is particularly true at a time when technology is disrupting all sectors. Digital transformation isn’t a luxury—it’s a necessity. All companies will need agents of change and that is clear from the survey results of almost 1,000 members of the next generation in family businesses across five continents and 11 industries.

Dr. Alexander Koeberle-Schmid, family business expert at PwC, has helped more than 100 entrepreneurial families from around the world navigate the complexities of communal investing. In this episode of The Family Business Voice podcast, Koeberle-Schmid speaks to Ramia M. El Agamy about the three fundamental requirements of a family office and the five questions family members should ask themselves when considering a family office structure.