Ben Hammer, the Head of Client Development for Vanguard, recently spoke to an audience of financial advisors about direct indexing. The asset manager clearly sees it as a major growth avenue ...

NEW YORK--(BUSINESS WIRE)--Syntax LLC, a New York based data provider, introduced today its new wealthtech platform, Syntax Direct TM, at the T3 Technology Conference 2024 in Las Vegas, Nevada. Syntax ...

It's a mistake to assume direct indexing is just for your wealthiest clients with complex investment portfolios, according to Randy Bullard, global head of wealth at Charles River Development. “I ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the firm’s latest ...

Markets are unpredictable—but your tax strategy doesn’t have to be. Range highlights two increasingly popular wealth management strategies, tax-loss harvesting and direct indexing, which have proven ...

Assets in direct indexing products are growing at a double-digit annual rate and are poised to reach $800 billion by the end of 2026. Several factors are bulwarking that growth, including the ...

Editor's note: This story has been updated to add more specific language concerning Frec's direct indexing product. A self-service investment platform, Frec announced the receipt of $26.4 million in ...

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 ...