Millennials grew up in a different world than the Baby Boomer and Gen X generations. Their experiences are very tech based but not dependent. They want what everyone wants – great service at the right price. Information is not the holy grail but rather knowledge and wisdom scrapped from that information. All companies need to learn about the younger generations perceptions of their products and services. They will have real buying power shortly. Read more...
Fast-money investors are rushing to unwind their global equity exposure.
Clients demand tax efficiency, concentration risk management, and values-aligned investing—challenges that traditional index funds struggle to address. FTSE Russell’s custom indexing solutions combine the Russell US Indexes with bespoke benchmark development and overlay strategies to help advisors deliver personalized portfolios at scale. Survey data reveals 76% of advisors use or plan to use direct indexing within 12 months, yet implementation concerns persist. Discover how the right index foundation can simplify adoption and improve outcomes.