Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...

Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Customization and private markets reshape high-net-worth portfolio strategy. Periods of market turbulence are often framed as ...

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, ...

Please provide your email address to receive an email when new articles are posted on . If you are an orthopedist who follows the financial media, amid the stories of gloom and doom, you have likely ...

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 ...

There are a few ways to diversify an overly concentrated portfolio. Equity derivative structures is one method. Another is through exchange traded funds. Equity collars is another option. But the most ...

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 ...

Direct indexing involves an investor buying an equity index directly, rather than through a fund. There are many reasons why an investor may want to engage in this strategy, from expressing ESG ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...