As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Last spring, I wrote about the investment strategy of direct indexing, which involves buying an equity index directly rather than through a fund. (Technically, direct indexing usually samples a ...

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 ...

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 ...

In the ever-evolving world of finance, investment strategies are constantly changing and adapting. Direct or custom indexing is one such strategy that has been making waves in 2024. This investment ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Direct indexing is poised to grow at a faster rate than ETFs, mutual funds, and separate accounts over the next five years and is expected to reach more than $800 billion in assets by 2026, according ...

Direct indexing is one of the hotter segments of the retail financial services industry, with assets expected to grow by more than 12% annually over the next five years, according to a recent report ...

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 hottest ...

Please provide your email address to receive an email when new articles are posted on . If you are an orthopedist who follows the financial media, amid the stories of gloom and doom, you have likely ...