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 ...

Columbia Threadneedle's Daniel Milligan explains how technology makes SMAs accessible and why tax-aware personalization drives advisor adoption ...

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 ...

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 no longer a strategy reserved for ultra-rich investors. Retail investors can access it now. While it is a relatively newer term for retail investors and might feel like another ...

If you are in the wealth management and investing space, you have likely heard of direct indexing. Next to personalization, holistic advice and tax optimization, direct indexing is one of the hottest ...

Direct indexing continues its ascent and is forecast to exceed $1 trillion in assets within the next decade. In essence, direct indexing retains the primary benefits of passive investing while ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Direct indexing has been getting a lot of attention these days, and the conversation is not really just about the benefits of direct indexing – it’s often about how it will replace ETF investing.

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 ...