Behind the Movement Towards Direct Indexing
At least twelve major acquisitions by leading financial services firms have loudly signaled major shift to expansion of direct indexing universe.
Recent
Do-Good Funds Are Booming as ETF Launches Double From Last Year
Wall Street fund managers are cranking up the production line for sustainability-linked ETFs.
Custom Indexing Leader Canvas® Expands ESG Investing Capabilities
Added functionality provides financial advisors with further control and transparency creating portfolios that precisely reflect client's values.
Wood and Musk Are Wrong on Index Investing, Bloomberg Pundits Say
Cathie Wood, Elon Musk and Marc Andreessen criticized passive indexing on Twitter. Wood said it created 'misallocation of capital.'
CPAs: Make Direct Indexing Your Estate Planning Secret Weapon
Traditionally, role of accounting professionals in estate planning has been tertiary, with clients consulting CPAs only on the tax implications.
Is Active Management With Passive Pricing Possible?
Assessing the role active management can continue to command in portfolios amid growing competition from cheaper passives.
Direct Indexing: What is This Latest Investing Fad?
It’s the hottest new stock investment concept that’s labelled ‘ETF version 2’. How does it work and who’s offering it in Australia?
