Interest in direct indexing has become white hot since the recent acquisitions of Eaton Vance / Parametric by Morgan Stanley and Aperio by Blackrock. With direct indexing, one buys the individual ...

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 ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results. Gross performance does not take into account transaction costs, investment ...

Wealthfront beats out Fidelity, Schwab and Vanguard when it comes to direct indexing and tax loss harvesting. You make money in the market but tell the IRS you’re losing money. Yes, this works—for a ...

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 ...

Registered investment advisors are more hesitant to use direct indexing than their wirehouse peers for reasons including the challenge of incorporating it into their systems, according to FTSE Russell ...

ETFs remain a favorite for investors due to their diversification and tax efficiency, making them easy additions to retirement portfolios. However, direct indexing is an increasingly attractive ...