A Customized Stock Portfolio for Every Investor
A Customized Stock Portfolio for Every Investor

An investing innovation called “direct indexing”—in which investors use customized indexes that consider certain strategic priorities for portfolios— is getting attention from affluent investors and is likely to spread to…

The Pros and Cons of Direct Indexing
The Pros and Cons of Direct Indexing

ETFs have been the fastest growing product in the asset management industry. Since 2003, their assets have increased by over 30 times and currently stand above $5 trillion. And that…