If you have an investing account, chances are you’ve heard a pitch about direct-indexing, an investment strategy that wealthy investors have used for years, that is more and more often being marketed ...

If its presence at the Future Proof Wealth Festival last month is any indication, direct indexing was a hot topic. It was everywhere—represented at vendor booths, the topic of a popular session, and ...

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab today announced the upcoming public launch of Schwab Personalized Indexing™, a new direct indexing solution that brings powerful tax management and ...

New head of direct indexing and quantitative investments at Pacific Asset Management spent 15 years at Deutsche Bank in several senior trading roles. The former head of trading at Deutsche Bank has ...

Thorsten Michalik was named head of HSBC Asset Management's newly created ETF and indexing group, which brings all of the firm's passive solutions together into one place. the firm said in a news ...