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 ...

Missed our live event exploring the benefits of direct indexing? We’ve got you covered. You can now catch up with the full recording on demand. In the session, you’ll learn: What direct indexing is ...

A common way to measure the performance of the stock market is by looking at market indexes, also referred to as benchmarks. The Dow Jones Industrial Average and the S&P 500 Index are two of the most ...

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 ...

Direct indexing is a strategy that helps you manage your taxes through investing in separate accounts. Because of the rise in passive investing and lower minimum investments for fractional shares, ...

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 ...

Public members can now use direct indexing to customize their portfolios, potentially lower tax bills, and gain exposure to specific market segments Traditionally, direct indexing has been available ...

When Susan, a high-level executive at a successful tech company, looked at her portfolio, her heart sank. Despite the immense wealth her company’s stock had generated, she faced an alarming reality: ...

Despite surging assets under management and growing institutional enthusiasm, direct indexing remains a relatively underused tool among financial advisors in the US wealth management space, according ...

NEW YORK--(BUSINESS WIRE)--Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax ...

Industry attention surrounding direct indexing has skyrocketed over the past five years. With direct indexing assets closing year-end 2024 at $864.3 billion—compared to $9.4 trillion of index-tracking ...