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 ...

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced the upcoming public launch of Schwab Personalized Indexing™, a new direct indexing solution that brings powerful tax management and ...

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 ...

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 ...