If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...

A deal by large money manager Franklin Templeton to acquire O’Shaughnessy Asset Management, a trailblazer of personalized stock portfolios, further nudges financial advisors to embrace a retail ...

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 ...

Recently, direct indexing, a lesser-known investment approach, has started outpacing both ETFs and mutual funds in investor adoption. Direct indexing offers unique benefits that can’t be replicated in ...

J.P. Morgan Asset Management has launched a direct indexing service for independent financial advisers that uses the tax automation software it acquired in 2020. The Tax-Smart Separately Managed ...

In keeping with an industry-wide trend, Fidelity Investments is expanding its direct indexing lineup. The company announced Monday the launch of Fidelity Institutional Custom Separately Managed ...