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 ...

This hot investment strategy promises to lower your tax bill. Is it worthwhile? Written By Written by Contributor, Buy Side E. Napoletano is a contributor to Buy Side and an expert on student loans, ...

Qualitative research by Hearts &Wallets is shedding new light on individual-investor reactions to direct indexing in order to inform product and innovation strategies. Direct indexing is considered by ...

Everyday investors now enjoy many of the benefits once saved only for professional Wall Street-ers. The latest trend that used to be limited to the pros and the very wealthy? Direct indexing.

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

Direct indexing used to be reserved for the “ultra, ultra-high-net-worth investor,” as Vanguard’s CEO Tim Buckley said at Exchange 2023. But direct indexing has been getting more attention from a ...

Despite the benefits and growing demand of direct indexing strategies, advisors seem to be a mixed bag on the matter, with many seemingly underutilizing them. Recent survey research from ...

Assets in direct indexing products are growing at a double-digit annual rate and are poised to reach $800 billion by the end of 2026. Several factors are bulwarking that growth, including the ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...