News

You've heard of mutual funds and ETFs, but direct indexing may be a new concept ... one that could offer greater flexibility ...
WisdomTree Expands Offering in Fast-Growing Tax Efficient SMA/Direct Indexing Market; Makes Strategic Investment in Quorus ...
These offerings provide a bridge between active fixed income and direct bond ownership. NinePoint filed for the Ninepoint Global Select Fund, targeting innovative global leaders—both dividend and ...
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 ...
Until recently, direct indexing was mostly only accessible to high-net-worth individuals or very savvy investors. This is because buying and managing hundreds or thousands of stocks individually ...
Direct indexing is a highly customizable investment strategy that was once exclusive to high-net-worth and ultra-high-net-worth clients due to the cost and effort to oversee it.
Direct Indexing continues to become more popular with advisors and investors. The initial tax savings are not to be ignored. Back in August 2022, I wrote about some pros and cons of direct ...
Strive Asset Management has launched direct indexing services on Fidelity and Schwab platforms, reaching a broad retail audience. These services emphasize daily tax-loss harvesting and pro ...
Strive Asset Management announced it is expanding its financial services to include direct indexing. The firm also signed contracts to list its new service on Fidelity and Charles Schwab platforms.
Strive Asset Management is rolling out direct indexing capabilities on Fidelity Investments and Charles Schwab platforms, allowing the anti-ESG investment firm to reach millions of new investors ...