As of the end of October 2024, direct plans accounted for 39% of the 101 million SIP accounts, compared to 21.5% in October 2020 and 17% in March 2020. Direct vs Regular Mutual Funds ...

JPMorgan Chase (JPM) is ramping up its push into the booming private credit market by setting aside an additional $50 billion for its direct lending initiatives. This strategic move builds on its ...

Introduction to direct indexing Direct indexing is an investment strategy that was formerly reserved for more affluent investors. In the past, only those who had at least $1 million to invest ...

That is why leading private equity firms are now targeting high-net-worth individuals, recognizing the untapped potential within this investor segment. Despite retail investors' current low ...

WisdomTree’s minority equity investment, completed in June 2025, illustrates the firm’s commitment to the rapidly-growing custom SMA and Direct Indexing market and strengthens its position in ...

CHICAGO--(BUSINESS WIRE)--Orchard Investment Partners (“Orchard”), an independently owned secondary investment firm that is led and advised by a team of private equity industry veterans, today ...

5 min read How Data Analytics Is Reshaping Asset Management Asset management firms are turning big data into opportunities. Here’s how to build a business case for advanced data analytics use cases.