Direct indexing offers solutions for complex financial challenges but isn't suitable for every investor. Identifying which clients may benefit involves considering factors like tax-loss harvesting, ...

Direct indexing has generated a lot of buzz lately in the financial services industry. Large financial services firms such as Schwab, Fidelity and Vanguard have begun offering direct indexing services ...

PNC Bank is now the first major U.S. bank to offer eligible Private Bank clients direct bitcoin trading through its platform, powered by Coinbase’s infrastructure. PNC Bank has launched direct spot ...

Direct indexing is a hot topic in the investment management industry. But for every proponent shouting the benefits of direct indexing from the rooftops, there are also detractors. Having managed ...

Wealthy clients and their financial advisors are flocking to direct indexing investments, with the potential for unlimited capital-gains offsets a major reason for their appeal. Direct indexing "gives ...

Institutional investors have used direct indexing for years, but it’s finally becoming available in the retail market, allowing smaller investors to invest directly in companies at the portfolio level ...

Advisors are all too familiar with the best laid financial plans getting KO'd by market volatility. When the market is turbulent, it can lead to investors making emotionally charged trading decisions ...

In a groundbreaking move for the Bitcoin community, BlackRock Inc, the world’s largest asset management company, has announced a spot private trust allowing clients direct access to bitcoin. This does ...

Clients are demanding greater exposure to direct shares through their financial advisers, according to Jeremy Pree, head of Lonsec’s stockbroking and equities research division. “There’s definitely a ...