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How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask

Direct indexing has been heralded as the next evolution in personalized investing. It offers the potential for flexibility, tax efficiency, and the ability to tailor portfolios to each client’s unique situation. And yet, despite all the momentum, adoption remains low. The issue isn’t the strategy of direct indexing itself, it’s how it’s delivered.

Featured

Bullish Equity Analyst Consensus Is A Worry For Some Investors

Wall Street equity forecasters are famously bullish, but their current level of optimism for 2026 is cause for worry among some market watchers.

Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds

Most Americans aren't making end-of-year charitable giving plans, according to the results of a new AP-NORC poll.

Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies

Hedge funds last week sold more U.S. healthcare stocks than they bought for the first time in 14 weeks according to Goldman Sachs.

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News

Ex-Harvard president Larry Summers Steps Back From Public Role After Epstein Email Release

Ex-Harvard president Larry Summers steps back from public role after Epstein email release.

News

Elon Musk Says It's 'Mindblowing' How Much Money Is Being Spent On AI Compute As Google Announces $40 Billion Investment In Texas

TAMPs

Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton

The launch marks a significant milestone in Envestnet's mission to broaden seamless advisor access to alternative investments. These new models integrate semi-liquid and liquid strategies, enabling seamless allocation to alternatives with point-and-click simplicity.

TAMPs

DataDasher and Orion Announce Strategic Collaboration to Deliver a Next-Generation AI Workflow for Financial Advisors

With the Orion integration, those efficiencies are now enriched by real-time portfolio intelligence, making DataDasher's insights more relevant, actionable and timely.

How to Evaluate a Direct Indexing Provider: 5 Questions Every Advisor Should Ask

Featured

Bullish Equity Analyst Consensus Is A Worry For Some Investors

Most US Adults Aren't Making Year-End Charitable Contributions, New AP-NORC Poll Finds

Hedge Funds Short Healthcare Providers As Subsidies Debate Intensifies

Recent

Ex-Harvard president Larry Summers Steps Back From Public Role After Epstein Email Release

Elon Musk Says It's 'Mindblowing' How Much Money Is Being Spent On AI Compute As Google Announces $40 Billion Investment In Texas

Envestnet Launching Manager Models with Interval Funds Available from BlackRock & Franklin Templeton

DataDasher and Orion Announce Strategic Collaboration to Deliver a Next-Generation AI Workflow for Financial Advisors

Popular

Analyst Who Nailed 2023 Bull Run Sets S&P 500 Target For 2026

Meet Rob Reiner’s Four Children Who Will Inherit His $200 Million Fortune, His Murder Suspect Nick Reiner Is One Of Them

Fed Predictions for 2026: What Experts Say About the Possibility of Additional Rate Cuts

Why This Billionaire Real Estate Developer Is Waving A Red Flag Over Data Centers

How Do Your 401(k) Balances Compare To The Average For People In Their 40s And 50s?