Northern Trust research finds advisors who fully integrate direct indexing report stronger retention, larger wallet share, and more planning-focused client conversations.

Direct indexing (DI) has gained popularity in recent years, driven by advancements in technology that have made it more accessible and cost effective. Various financial institutions and investment ...

Plus, direct indexing platform Alphathena partners with ex-PayPal chief's tech-forward RIA, while comms compliance startup ...

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. More than just a tool for tax ...

As Schwab IMPACT kicked off Tuesday, Morningstar debuted its new direct indexing offering. Morningstar Direct Indexing brings together both in-house research and technology capabilities, including ...

Taken together, the findings suggest that direct indexing is increasingly less about incremental tax benefits and more about ...

Direct Indexing is becoming more popular. In the past year or so, Fidelity, Schwab, and Vanguard have launched direct indexing products. Yet only 12% of advisors use direct indexing. What’s more, half ...

When Jack Bogle launched the first retail index fund in the U.S. market, his creation was labeled “un-American” by critics who believed that independent, profit-seeking American investors would never ...