Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors. More than just a tool for tax ...

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

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

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

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 numbers to ...

Enhanced indexing is a strategy to boost returns on a portfolio or index by blending passive and active management elements. Discover its types, benefits, and inherent risks.

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...