Alphathena, a fintech platform specializing in real-time direct indexing, has announced a partnership with etf.com to provide financial advisors with educational content about direct indexing, the ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

Much like real estate is all about "location, location, location," for most long-term investors, portfolio construction is all about "diversification, diversification, diversification." A diversified ...

Direct indexing is no longer a strategy reserved for ultra-rich investors. Retail investors can access it now. While it is a relatively newer term for retail investors and might feel like another ...

Direct indexing, a strategy that provides investors with enhanced opportunities for customization, has been garnering a lot of attention these past few years. It’s a relatively simple concept: With ...

A common way to measure the performance of the stock market is by looking at market indexes, also referred to as benchmarks. The Dow Jones Industrial Average and the S&P 500 Index are two of the most ...

Clients aren’t asking for direct indexing—in fact, most of them have never even heard of the term, a panel of advisors and tech executives said at the WealthManagement.com Industry Awards afternoon ...

ETFs remain a favorite for investors due to their diversification and tax efficiency, making them easy additions to retirement portfolios. However, direct indexing is an increasingly attractive ...

WARRENVILLE, Ill.--(BUSINESS WIRE)--Alphathena, a leading fintech platform empowering advisors and institutions to deliver personalized investment experiences through real-time direct indexing, is ...

BOSTON--(BUSINESS WIRE)--Veriti Management LLC (“Veriti”), a provider of tax-advantaged, direct indexing solutions, today announced its rebrand to First Trust Direct Indexing L.P., as well as the ...