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The Wealth Advisor

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The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Russell: 5 Ways Direct Indexing Beats "The Market"

(Russell) Mutual funds and exchange-traded funds (ETFs) have served us well over the years. But as investors demand greater personalization in their portfolios, these commingled vehicles are coming up short. This is especially true for investors with complex tax situations, or those who want to build a portfolio that aligns with their values and specific circumstances.

NASDAQ: Behind The Direct Index Revolution

(NASDAQ) At least twelve major acquisitions by leading financial services firms have loudly signaled a major shift to and expansion of the direct indexing universe. Direct Indexing is not a new investment offering, having evolved from the managed accounts realm with its origins at the highest levels of High-Net-Worth wealth and tax management.