Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...

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 ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

After decades of only being available to ultrahigh net worth investors via boutique asset management firms, direct indexing has exploded among large wealth management firms since 2020. Assets in ...

Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct indexing ...

Envestnet announced offerings of BlackRock custom model portfolios for registered investment advisers and direct indexing portfolios on the Envestnet unified managed account platform in collaboration ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Passive indexing matches a market index with lower costs and management effort. This strategy offers diversification and stability by holding many stocks long-term. Historically, passive funds often ...

With more than 60% of total online searches made through mobile devices, Google’s mobile-first indexing has likely been one of its top priorities. And although its full implementation has taken time, ...