Direct Indexing Channel

Recent

America’s First Direct Indexing Buyer’s Guide: A Knowledge Powerhouse for RIAs, BDs, Includes Digital Access Recommendations from ChatGPT

As we dive deeper into the intricate world of finance, it becomes more evident that Registered Investment Advisors (RIAs), Broker-Dealer (BD) advisors, and others need AI assistants like ChatGPT that not only keep them updated but also assist in providing the best solutions for their clients.

Direct Indexing Channel

Interactive Brokers Launches Custom Indexing for Registered Investment Advisors

Interactive Brokers (Nasdaq: IBKR) today announced a new direct indexing solution that enables RIAs to personalize client portfolios.

Direct Indexing Channel

Allan Roth: Is Direct Indexing Better Than ETFs?

Direct indexing is forecast to attract assets at a faster pace than exchange-traded funds, according to a recent report by Cerulli Associates.

Direct Indexing Channel

Russell: 5 Ways Direct Indexing Beats "The Market"

Mutual funds and exchange-traded funds 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.

Direct Indexing Channel

NASDAQ: Behind The Direct Index Revolution

.Direct Indexing is not a new investment offering, having evolved from the managed accounts realm with its origins at the highest levels of HNW wealth and tax management. But it is now another example of the continuing democratization of investment opportunities for a larger range of investors.