If you have a brokerage account, you have likely learned about the benefits of "direct indexing," a way to customize, to your ...

If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

In keeping with an industry-wide trend, Fidelity Investments is expanding its direct indexing lineup. The company announced Monday the launch of Fidelity Institutional Custom Separately Managed ...

J.P. Morgan Asset Management has launched a direct indexing service for independent financial advisers that uses the tax automation software it acquired in 2020. The Tax-Smart Separately Managed ...

Thorsten Michalik was named head of HSBC Asset Management's newly created ETF and indexing group, which brings all of the firm's passive solutions together into one place. the firm said in a news ...

Index funds are popular investment choices for good reason—they’re often cheap, diversified, and uncomplicated portfolio building blocks. What Is an Index Fund? When you own shares of an index fund, ...