With a $2,000 minimum and fractional shares, the custodian is bringing direct indexing to advisors serving client accounts ...

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, ...

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 ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth CHICAGO--(BUSINESS WIRE)-- Direct indexing is a platform ...

CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors.