Direct indexing adoption accelerates as advisors target tax efficiency, personalization, and high-net-worth customization, ...

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 ...

CLS Investments is launching five new direct indexed strategies for advisors who use its sister platform, FTJ FundChoice, a turnkey asset management program. Three of CLS’s strategies are direct ...

OAKS, Pa., Aug. 6, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a range of additional investment strategies to its Separately Managed Account (SMA) and Unified Managed Account (UMA) ...

On one end of the spectrum is passive investing; on the other, active. And somewhere in between sits direct indexing. Processing Content For clients looking for precise control over their portfolios, ...