CHICAGO--(BUSINESS WIRE)--Direct indexing is a platform to grow business, deepen client relationships and stand apart in a competitive marketplace, according to a new survey of financial advisors.

Direct indexing is moving from niche tax strategy to mainstream portfolio tool for wealthier clients, and it appears to be paying off for advisors who commit to it, according to new research from ...

Northern Trust Asset Management’s study of direct indexing “Superusers” identifies drivers of strong client relationships and business growth Direct indexing is a platform to grow business, deepen ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Amanda Smith is a freelance journalist and writer. She reports on culture, society, human interest and technology. Her stories hold a mirror to society, reflecting both its malaise and its beauty.

Index funds mirror market indexes, offering an easy, cost-effective investment method. Choosing an index fund involves comparing expense ratios to minimize costs. Index funds enable diversified ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...