Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

Tuesday’s column described direct indexing’s approach and goals. (Unless you are already well versed in the topic, I recommend reading that article before proceeding.) Today, I will put numbers to ...

Ten years ago, "liquid alts" were the rage. Investment organizations were hastily hiring staff to support their new creations: mutual funds that emulated hedge funds. Five years later, those same ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

BOSTON--(BUSINESS WIRE)--Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, ...

When $7 trillion indexing giant Vanguard announced the acquisition last month of Oakland-based asset manager Just Invest, it was significant on two fronts. This was the first acquisition in it 46-year ...