Explore how indexing tracks economic trends, supports passive investing, and serves as a benchmark tool for comparing market ...

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 (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 ...

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 ...

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 ...

President Trump this week raised the possibility of passing some type of legislation to stimulate economic growth, including mulling a temporary payroll tax cut and exploring lowering capital-gains ...

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

Commonly referred to as the “great unwrapping,” direct indexing has the potential to be the next disruptive force in asset management. In the same way that the invention of the exchange-traded fund ...