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 ...

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 ...

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 ...

Advisors remain divided on the adoption of direct indexing, despite its increasing popularity and benefits like tax efficiency and portfolio customization. A recent survey revealed that while 34% of ...

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 ...

While direct indexing strategies are gaining popularity, advisors show varied levels of adoption and interest in the approach. A recent survey revealed that 34% of advisors are either using or ...