For years, direct indexing lived quietly in a corner of wealth management, reserved for the ultra-wealthy and discussed mostly in the context of taxes. It was a technical solution to a technical ...

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 ...

Direct indexing is transforming how investors approach diversification, taxes, and personal values in their portfolios. By owning the individual stocks of an index rather than a fund, investors gain ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...