The learning curve for direct indexing is still steep for a lot of financial advisors, according to the feedback at this week’s InvestmentNews RIA Lab, which took a deep dive into the ...

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 ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Direct indexing offers investors a way to purchase many or all the stocks in a specified index, which can include holding hundreds of individual securities. In the past, this strategy was only ...

Direct indexing is moving from niche tax strategy to mainstream portfolio tool for wealthier clients, and it appears to be paying off for advisors who commit to it, according to new research from ...

Direct indexing strategies offer greater tax efficiency and the ability to customize a portfolio with individual stocks.

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...

In January, portfolio management and trading platform Vestmark announced the launch of six index-based SMA strategies, a first step toward a fully personalizable direct indexing investment platform.

Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. A retired couple with $700,000 in a taxable brokerage ...