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 ...

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 ...

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

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 ...

In 1992, a large family office approached a boutique asset manager based in Seattle for help with an investing challenge. The client was tired of the vagaries of asset management and wanted a ...

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 ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

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, ...