Displaying 30 results
Neuberger Berman inks direct indexing deal with Key Wealth
Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.
HNW advisors see an edge in customized portfolios
Direct indexing, separately managed accounts, and consolidated reporting are keys to winning high-net-worth business, according to research from Cerulli.
Direct indexing name needs a makeover, report finds
Hearts & Wallets study highlights confusion around the term and the customization strategy.
Pershing X moves into the fintech lane with new Wove platform
The multicustodial open architecture platform promises to connect the various applications advisors use to service clients.
Direct indexing struts its tax management magic
The technology is gaining appeal as way for advisors to separate themselves from the financial planning pack.
Why you’re wrong about direct indexing
The strategy is meant to help advisors more precisely tailor a portfolio to a client's unique circumstances.
Direct indexing touted as client prospecting tool
The product can benefit any investor with a taxable account, not just the wealthiest clients, says a panelist at the ETF Exchange conference.
Principal partners with YieldX, Smartleaf on fixed-income direct indexing
Other direct indexing products have avoided the fixed-income space because it has a different liquidity profile and requires going directly to dealers.
Advisers should brace for the relentless case for direct indexing
Despite lukewarm adoption by financial advisers, the financial services industry is committed to leveraging this crucial channel to get direct indexing in front of more investors.
Implementing direct indexing using sector ETFs
It can be hard to keep direct-index portfolios from 'drifting' from their benchmark index as stocks are swapped in and out.
Morningstar Wealth jumps into the direct indexing game
The new platform will leverage technology to help financial advisers move clients onto the platform for personalization and tax management.
Fidelity ramps up efforts to offer direct indexing through financial advisers
The asset manager's new platform is aimed at financial intermediaries who want to offer their clients customized separately managed accounts.
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening
New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.
Direct indexing offers advisers opportunities to engage with clients
The best use cases for direct indexing are personalization and tax strategies, said a speaker at the Morningstar conference.
Schwab launches direct indexing
Schwab Personalized Indexing will bring the benefits of direct indexing, like better tax management and portfolio management capabilities, to a wider spectrum of investors and advisers.
Hightower takes stake in $2.7 billion RIA
Purchase, New York-based Altium Wealth Management specializes in direct indexing.
The battle for direct indexing heats up
The technology allows advisers to trade weighted baskets of stocks, allowing clients to directly own a portfolio of equities designed to mimic the holdings of an ETF.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
Pershing dives into direct indexing with latest deal
The acquisition of San Jose, California-based fintech Optimal Asset Management meets a growing client need for greater investment customization, according to the company.
What 2021 has taught us
The six major industry developments of 2021 truly reflect news-making markers in the areas of regulation, investments, taxes, technology, retirement plans and the economic condition of the advice business.
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