Even the slightest whiff of trouble with future earnings could ruin the stock market's improved outlook. What investors need to know now.

You've heard of mutual funds and ETFs, but direct indexing may be a new concept ... one that could offer greater flexibility ...

At Frec, where I am the founder and CEO, our research shows direct indexing of the S&P 500 can harvest tax losses on up to 40% of your portfolio over a 10-year period — and in some cases, even ...

Nuveen noted that the direct indexing and multi-asset tax-managed industry has grown at a 43% compound annual growth rate since the start of this decade, rising to $864 billion in assets at the ...

Nuveen, the investment manager of TIAA, announced today that it will acquire strategic partner Brooklyn Investment Group, a multi-asset custom direct indexing provider, and its parent technology ...

Nuveen plans to acquire Brooklyn Investment Group, a multiasset custom direct indexing provider and its parent technology company, Brooklyn Artificial Intelligence, said a news release June 17 ...

NEW YORK, June 17, 2025 /PRNewswire/ -- Nuveen, a global asset manager with $1.3 trillion in AUM 1, is acquiring Brooklyn Investment Group (Brooklyn), a leading multi-asset custom direct indexing ...

Over the last few years, direct indexing has become a hot topic. Technological advancements have made it possible to personalize a client’s portfolio at scale, at lower account minimums.

WisdomTree Expands Offering in Fast-Growing Tax Efficient SMA/Direct Indexing Market; Makes Strategic Investment in Quorus ...