Nasdaq-100 Direct offers more tax savings opportunities than investing in a single ETF that tracks the Nasdaq-100 Index® ...

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 ...

Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise ...

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 ...

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 can be a powerful tool for investors. But it’s not for everyone. Ideally, this process, also called personalized indexing, is for high-net-worth investors with complex financial ...

Public, the investing platform built for long-term investors, has announced the launch of its fully customizable direct indexing product, allowing members to ...

Over the last decade more choices have become available to the individual investor. Costs have come down as well as minimum investment levels, making direct indexing an option for investors that are ...

Direct indexing has generated a lot of buzz lately in the financial services industry. Large financial services firms such as Schwab, Fidelity and Vanguard have begun offering direct indexing services ...

The continued market volatility is making many investors justifiably nervous, especially high-net-worth investors seeing their portfolios drop in value while still expecting high capital gains. But ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

I rise in defense of ETFs, and in firm opposition to those who say direct indexing is the superior method of investing. Exchange-traded funds allow you to buy or sell baskets of securities as easily ...