I am debating shutting off the indexing service so I don't have my HDD working as much. I sort my files carefully and rarely do searches. So, I am asking for people's opinions on the pros and cons of ...

A direct indexing portfolio is a separately managed account where the investor owns individual stocks that represent a chosen benchmark index. But unlike an ETF, with a this portfolio, the investor ...

S&P Dow Jones Indices LLC, the company behind various stock market indices today announced that it plans to launch a global cryptocurrency indexing service in 2021. The service, provided in ...

Direct indexing is a separately managed account that attempts to replicate the performance of an index. But unlike an index fund, the investor owns shares of the underlying securities in a direct ...

Last month, I described the latest investing trend, in "Direct Indexing Is Coming Your Way." Over the past two years, Vanguard, Charles Schwab SCHW, Fidelity, BlackRock BLK, Morgan Stanley MS, and ...

Nobody likes investment losses, but for financial advisers looking to cushion the blow of the stock market downturn, direct indexing is quickly emerging as the right tool for the times. “This is not ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, today announced that its direct-indexing tool for Advisor Strategy ...

Direct indexing is having a moment. The option that was once exclusive to high-net-worth investors is moving downstream—and quickly. In 2022, Fidelity expanded its direct-index offerings to retail ...