Direct indexing. It’s a term that gets thrown around a lot, but what does it really mean? And how does it work?
In this short video you’ll learn what makes direct indexing different from traditional passive investment vehicles as well as its advantages for many investors when it comes to tax, ESG, and other customizations.
Stocks kicked off the week near record highs on Monday as investors looked ahead to earnings season.
The 100-year-old firm that pioneered mutual funds is now making waves in the ETF space. MFS Investment Management launched its first five actively managed ETFs in December 2024, followed by its sixth fund—the MFS® Active Mid Cap ETF (MMID)—in September 2025. With approximately $750 million in assets and more funds on the way, MFS is bringing decades of research experience to modern investment vehicles. From value to mid cap to international strategies, discover how this storied asset manager is reimagining active management for today's advisors while staying true to its fundamental, long-term investment philosophy.