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The direct advantage: Understanding the pros & cons of direct indexing

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 ...
InvestmentNews

After ending 2024 with $865B, direct indexing has more room to grow

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 ...
InvestmentNews

'Superuser' advisors lean on direct indexing to lock in clients, survey report finds

Direct indexing is moving from niche tax strategy to mainstream portfolio tool for wealthier clients, and it appears to be paying off for advisors who commit to it, according to new research from ...
WealthManagement.com

Q&A: Envestnet CIO Sees Nothing But Continued Direct Indexing Growth

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 ...
Seeking Alpha

Financial Advisors Who Integrate Direct Indexing Report Higher Client Retention and Wallet Share

Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth CHICAGO--(BUSINESS WIRE)-- Direct indexing is a platform ...
Business Wire

Schwab Introduces Schwab Personalized Indexing™

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced the upcoming public launch of Schwab Personalized Indexing™, a new direct indexing solution that brings powerful tax management and ...