Interest in direct indexing has become white hot since the recent acquisitions of Eaton Vance / Parametric by Morgan Stanley and Aperio by Blackrock. With direct indexing, one buys the individual ...

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 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 continues to gain popularity as investors seek out personalized options and demand lower costs. Direct indexing, which involves owning a representative amount of the securities in an ...

Taken together, the findings suggest that direct indexing is increasingly less about incremental tax benefits and more about ...

ETFs remain a favorite for investors due to their diversification and tax efficiency, making them easy additions to retirement portfolios. However, direct indexing is an increasingly attractive ...

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

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: With ...

Direct Indexing has gained popularity but may not be the best option for most tax-sensitive investors due to tracking error, high fees and limited diversification. Segmented ETF investing, which ...

The year’s heightened market volatility—with several S&P 500 sectors experiencing swings exceeding 20%—created significantly more opportunities than typical market years. Industry research indicates ...

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...