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 ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

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 ...

Once an obscure investment strategy used only by the ultrawealthy, direct indexing has emerged in recent years as a way for mass market investors to tap into what might be dubbed the "all about me" ...

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...

Direct index investing, known primarily for low-cost tax optimization, has risen dramatically over the past five years as a tailored investment strategy, hitting $864.3 billion in assets by the end of ...

Registered investment advisors are more hesitant to use direct indexing than their wirehouse peers for reasons including the challenge of incorporating it into their systems, according to FTSE Russell ...

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