Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

Plus, direct indexing platform Alphathena partners with ex-PayPal chief's tech-forward RIA, while comms compliance startup ...

President Trump this week raised the possibility of passing some type of legislation to stimulate economic growth, including mulling a temporary payroll tax cut and exploring lowering capital-gains ...

Taken together, the findings suggest that direct indexing is increasingly less about incremental tax benefits and more about ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

Charles Schwab announced Thursday that RIA clients now have access to several new improvements to its Schwab Personalized Indexing platform. With this latest upgrade, RIAs now can onboard clients with ...

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...