Last year, assets in passive mutual funds and ETFs overtook assets in active mutual funds and ETFs. This is remarkable considering that passive funds accounted for 31% of total assets in 2015. The ...

Missed our live event exploring the benefits of direct indexing? We’ve got you covered. You can now catch up with the full ...

Customized products and experiences are popular these days. Even in the case of stock investments, it’s now possible for investors to “customize” and personalize their own stock portfolios. This is ...

Last year, money in passive funds surpassed the assets in active funds. Many financial advisors might view this as confirming what they have long recognized—there’s a place for passive strategies ...

Many investment strategies aim to replicate the returns of a stock market index, such as the S&P 500. Direct indexing is one such strategy that has added tax benefits. Many, or all, of the products ...

For long-term investors, tracking the market has been a reliable way to build wealth. Over the past 30 years, the S&P 500 has delivered average annual returns of about 10%, even during periods of ...

Wealthfront‘s new S&P 500 Direct portfolio combines the performance of the S&P 500 with the benefit of tax savings and is available for just 0.09% – the same price as the “most popular” ETF that ...

Beginner investor? Start here! Index funds offer a simple, hands-off way to grow your wealth with low fees and steady returns. Watch this short breakdown to learn how they work and how to start ...

Direct indexing is no longer a strategy reserved for ultra-rich investors. Retail investors can access it now. While it is a relatively newer term for retail investors and might feel like another ...

Direct index investing, known primarily for low-cost tax optimization, has risen dramatically over the past five years as a tailored investment strategy, hitting $864.3 billion in assets by the end of ...

Client demand for personalized investment strategies continues to increase, and direct indexing has become one of the fastest-growing segments in the managed account space. Direct indexing is the ...