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 ...

Exchange-traded funds are increasingly popular in asset allocation strategies, as they allow broad diversification. Indexed ETFs are tax-efficient and provide an easy way for retirement savers to ...

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 ...

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 is one of the hotter segments of the retail financial services industry, with assets expected to grow by more than 12% annually over the next five years, according to a recent report ...

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

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 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 ...

Investors are increasingly turning to direct indexing accounts to create customized portfolios. Direct indexing services are separately managed accounts designed to track the performance of an index.

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 ...

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 ...