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 ...

Direct indexing continues its ascent and is forecast to exceed $1 trillion in assets within the next decade. In essence, direct indexing retains the primary benefits of passive investing while ...

Direct indexing is now more feasible, thanks to zero-commission trades and online brokerages. But is this the right investment strategy?

While direct indexing does offer some very attractive features, it may not be right for everyone.

Direct indexing services such as Vanguard Personalized Indexing include automatic processing features that scan for tax-loss harvesting and rebalancing opportunities daily.

If you are in the wealth management and investing space, you have likely heard of direct indexing. Next to personalization, holistic advice and tax optimization, direct indexing is one of the ...

Now that more people can access direct indexing than ever before, let’s look at the details to help you determine whether it may be a good idea for you.

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 ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept ...

Wealthy clients and their financial advisors are flocking to direct indexing investments, with the potential for unlimited capital-gains offsets a major reason for their appeal. Direct indexing ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares ...

Direct indexing can mitigate risk and address a client's needs, no matter where they fall on the environmental, social and governance enthusiasm spectrum.