If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be replicated in ...

In keeping with an industry-wide trend, Fidelity Investments is expanding its direct indexing lineup. The company announced Monday the launch of Fidelity Institutional Custom Separately Managed ...