Regardless of the product, consumers are more apt to make a purchase when they're presented with alternatives. The same goes for investments, which is where direct indexing can harness full portfolio ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

With a $2,000 minimum and fractional shares, the custodian is bringing direct indexing to advisors serving client accounts ...

Direct indexing continues to gain popularity as investors seek out personalized options and demand lower costs. Direct indexing, which involves owning a representative amount of the securities in an ...

Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

There's a growing interest in direct indexing, buying the stocks of an index, rather than a mutual or exchange-traded fund, to achieve goals like tax efficiency, diversification or values-based ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...

Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth CHICAGO--(BUSINESS WIRE)-- Direct indexing is a platform ...

Investors interested in diversifying their portfolios can use direct indexing and ETFs to achieve that goal. While an ETF can be a simpler option, you can exercise more control over your portfolio ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, the Morningstar Fintech Showcase 2023 “Best in Show” winner and leading AI-powered direct indexing platform for Registered Investment Advisors (RIAs), ...

Winters correctly identifies that while customization is often treated as a virtue because it caters to the needs of clients, there is a downside. Excessive customization often places advisory firms ...